The Wf Group, LLC
RIASEC Registered
Total AUM
$11.2M
Discretionary
$11.2M
100% of AUM
Avg account
$1.4M
Accounts
8
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 166626
- Custodians
- MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
The Wf Group, LLC is a privately owned limited liability company operating as an independent registered investment adviser focused on individual and family clients. The firm provides fee-based portfolio management, primarily for individuals and small businesses, and charges a percentage of assets under management. It does not present itself as a multi-state adviser, a pension consultant, or a capital allocator, and it is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- US Government Bonds14%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1William Ferdinand
Chairman, President & CEOCRD 1537743
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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