WISS PRIVATE CLIENT ADVISORS, LLC
Tel: 973-577-2872 100 Campus Drive W Suite 400 Florham Park, New Jersey 07932
About WISS PRIVATE CLIENT ADVISORS, LLC
WISS PRIVATE CLIENT ADVISORS, LLC is a Florham Park, New Jersey based financial advisory firm with nearly $539,700,078 in assets under management and provides investment advisory services for 486 clients. There are currently 9 financial advisors at the firm.
General Information
Firm CRD#:
286319
Firm SEC#:
801-117284
Assets Under Management:
$539,700,078
No. of Clients:
486
No. of Advisors:
9
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Fee Structure:
A percentage of AUM
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