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WISDOM FINANCIAL SERVICES, L.L.C.

Tel: 309-944-1117
1043 South Oakwood Ave
Geneseo, Illinois  61254

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WISDOM FINANCIAL SERVICES, L.L.C.

WISDOM FINANCIAL SERVICES, L.L.C. is a Geneseo, Illinois based financial advisory firm with nearly $635,352,146 in assets under management and provides investment advisory services for 1423 clients. There are currently 16 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Other (REFERRAL FEE

Firm CRD#:

127385

SEC#:

801-112566

No. of Clients:

1423

Assets under Management

$635,352,146

No. of Advisors:

16

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