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WERNAU ASSET MANAGEMENT

Tel: 617-871-0029
30 Western Ave
Suite 206
Gloucester, Massachusetts  01930

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WERNAU ASSET MANAGEMENT

WERNAU ASSET MANAGEMENT is a Gloucester, Massachusetts based financial advisory firm with nearly $191,270,148 in assets under management and provides investment advisory services for 224 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Other (CONSULTING AND FAMILY OFFICE SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

129473

SEC#:

801-118713

No. of Clients:

224

Assets under Management

$191,270,148

No. of Advisors:

2

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