WWB ASSET MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
298047
Registered since
August 15, 2018

Firm profile

FINTRX

Overview

WWB Asset Management LLC is an SEC-registered limited liability company that began registration in 2018. The firm is structured as a domestic entity with individual ownership elements and is categorized as unclassified in the source data. It does not present itself as a capital allocator and is not identified as an active ESG investor or a multi-state adviser. Operationally, WWB functions as an adviser and sponsor and serves as a general partner and managing member of pooled investment vehicles. Those activity tags indicate the firm runs and manages private pooled funds rather than operating primarily as a traditional advisory platform for retail or institutional discretionary accounts.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • MARY ISKENDERIAN

    President and CEOCRD 1583881

  • SANJAY SEHGAL

    Chief Investment OfficerCRD 8065658

Contacts

1 of 1
  • CHRISTINA JUHASZ

    Managing PartnerCRD 2658856

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
230 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth