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Building 2WORLD ADVISORY SERVICES

Map pinLINCROFT, NJ
Phone732-758-9300
NotebookSEC #801-56426
Total AUM
$1.7B
Employees
217
Clients
3,473

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
437 NEWMAN SPRINGS RD
LINCROFT
NJ 07738
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
732-758-9300
Other Offices
96

ReceiptFinancials

Total AUM
$1.7B
Accounts
4,697
Discretionary
$1.6B
Accounts
4,398
Non-Discretionary
$98.4M
Accounts
299

ContactClients

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Individual Clients
3,281
AUM
$1.7B
HNW Individual Clients
192
AUM
$69.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

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Affiliates
Reported 13 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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