WERNAU ASSET MANAGEMENT - Financial Advisor in Massachusetts, Gloucester

Tel: 617-871-0029 30 Western Ave Suite 206 Gloucester, Massachusetts 01930

About WERNAU ASSET MANAGEMENT

WERNAU ASSET MANAGEMENT is a Gloucester, Massachusetts based financial advisory firm with nearly $191,270,148 in assets under management and provides investment advisory services for 224 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

129473

Firm SEC#:

801-118713

Assets Under Management:

$191,270,148

No. of Clients:

224

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other (CONSULTING AND FAMILY OFFICE SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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