World Financial Assets Advisory
World Financial Assets Advisory (CRD# 122363) is a financial advisory firm headquartered in Baltimore, MD. They manage $2,200,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
World Financial Assets Advisory
By the Numbers
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Total Assets Under Management2MILLION
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Total Number of Accounts5ACCOUNTS
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Average Account Value$440,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD
Financial Advisors at World Financial Assets Advisory
1
Nancy Wertheimer (CRD# 2462747) is an Investment Advisor Representative working at World Financial Assets Advisory in Baltimore, MD and has over 29 years of experience in the finance industry.
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