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- Custodian
- Assetmark
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-20-2010
- Office Locations
- 1
Office Locations
About Wander Financial Services, LLC
Wander Financial Services, LLC is a New York-based independent advisory firm focused on lifestyle financial planning for executives, professionals, and business owners in their prime earning years. Services include comprehensive planning (tax, estate, and risk/insurance) and ongoing portfolio management. Investment implementation centers on public funds and ETFs with some fixed income exposure. Uses AssetMark as its primary custodian/platform.
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Owner & Executives
ROBERT MARK WANDER
Certified Financial Planner, Chief Compliance Officer, President, Secretary, TREASURER
- CRD
- #2190114
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,352,511 | -- |
| Non-Discretionary | $11,602,098 | -- |
| Total | $42,954,609 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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