1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LASSUS WHERLEY

Map pinNEW PROVIDENCE, NJ
Phone908-464-0102
NotebookSEC #801-27567
Total AUM
$616.6M
Employees
17
Clients
361

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 ACADEMY STREET
NEW PROVIDENCE
NJ 07974-1842
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
908-464-0102
Other Offices
1

ReceiptFinancials

Total AUM
$616.6M
Accounts
1,586
Discretionary
$616.6M
Accounts
1,586
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
174
AUM
$66.7M
HNW Individual Clients
185
AUM
$545.3M
Charitable Organization Clients
1
AUM
$777.4K
Corporation or Business Clients
1
AUM
$3.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLMAMDNCNHNJNYPASCTXVAWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

Feature requires an account