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WIZEST INC.
617-842-8856
SEC #801-122077Total AUM
$52K
Employees
1Clients
34Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
617-842-8856
Financials
Total AUM
$52K
Accounts
34Discretionary
$52K
Accounts
34Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
34AUM
$52K
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLILMANENHNJNYOHTXVAWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.