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$11.2M Total AUM
$11.2M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Morgan Stanley ยท US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-15-2013
- Office Locations
- 1
Office Locations
-- Greenwich CT
About THE WF Group, LLC
THE WF Group, LLC is a Greenwich-based RIA. The firm has been operating for 13 years. Managing $11.2M in total assets under management, with 1 advisory representatives. They custody assets with Morgan Stanley and US Bank.
Team overview
-- AVG AGE
$11.2M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
13.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
W
WILLIAM VAN FERDINAND
Chief Compliance Officer, Managing Member
- CRD
- #1537743
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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