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- Custodian
- Interactive Brokers · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-26-2020
- Office Locations
- 2
Office Locations
About World Market Advisors
World Market Advisors is an RIA led by founder Douglas Tengdin, CFA, combining asset management with financial/wealth planning, including tax and estate planning support. The firm emphasizes portfolio construction, asset allocation, and risk management, with use of funds and ETFs alongside alternatives such as real estate and digital assets. It publishes the World Market Update—an ongoing markets and investing commentary—and works with platforms like Interactive Brokers and SEI.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Douglas Robert Tengdin
Chief Compliance Officer, Managing Director
- CRD
- #7208226
- Ownership
- 75% or more
Pamela Bowers Tengdin
TREASURER
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Linda Marie Armstrong
Associate
- CRD
- #7797237
Daniel Flint Megill
--
- CRD
- #8280358
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,239,743 | -- |
| Non-Discretionary | $0 | -- |
| Total | $73,239,743 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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