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Building 2WERNAU ASSET MANAGEMENT

Map pinGLOUCESTER, MA
Phone617-871-0029
NotebookSEC #801-118713
Total AUM
$202.6M
Employees
2
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 WESTERN AVE
SUITE 206
GLOUCESTER
MA 01930
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
617-871-0029

ReceiptFinancials

Total AUM
$202.6M
Accounts
225
Discretionary
$202.6M
Accounts
225
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
29
AUM
$10.1M
HNW Individual Clients
72
AUM
$165.4M
Charitable Organization Clients
2
AUM
$27.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING AND FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHNY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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