WORLD ADVISORY SERVICES
Total AUM
$1.7B
Employees
217Clients
3,473Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
437 NEWMAN SPRINGS RD
LINCROFT
NJ 07738
United States
LINCROFT
NJ 07738
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
732-758-9300
Other Offices
96
Financials
Total AUM
$1.7B
Accounts
4,697Discretionary
$1.6B
Accounts
4,398Non-Discretionary
$98.4M
Accounts
299
Clients
Individual Clients
3,281AUM
$1.7B
HNW Individual Clients
192AUM
$69.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 13 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.