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
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at World Financial Assets Advisory
Showing 1 - 1 of 1 top financial advisors.
1
Nancy E. Wertheimer
CRD#: 2462747
Baltimore, MD

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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