WORLD INVESTMENT ADVISORS, LLC

LINCROFT, NJ

800-833-1862

SEC #801-96193

Total AUM

$71.6B

Employees

615

Clients

23,022

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

437 NEWMAN SPRINGS ROAD
LINCROFT
NJ 07738
United States

Operating Hours

8:30 AM - 4:30 PM EST
Monday - Friday

Phone

800-833-1862

Other Offices

124

Financials

Total AUM

$71.6B

Accounts

35,849

Discretionary

$31.7B

Accounts

32,863

Non-Discretionary

$39.9B

Accounts

2,986

Clients

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Individual Clients

16,604

AUM

$4.8B

HNW Individual Clients

2,165

AUM

$5.7B

Banking Clients

AUM

$3.2M

Pooled Vehicle Clients

AUM

$678.9M

Pension/Profit Sharing Plan Clients

3,742

AUM

$56B

Charitable Organization Clients

238

AUM

$3.6B

Government Entity Clients

AUM

$346.7M

Corporation or Business Clients

209

AUM

$426.6M

Services

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Services Offered

Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications

Compensation Types

Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Compliance

Disclosures

Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation

State Registrations

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Affiliates

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Affiliates

Reported 22 business affiliates.

Claimed Affiliates

Reported as an affiliate by 29 other businesses.