MONEYWISE INC of FOREST, VA is an SEC-registered investment adviser (CRD 105103). Regulatory assets under management: $449.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Stuart Bruce James | VICE PRESIDENT | Brisbane, QLD, C3 |
| Joel Erik Bengds | VICE PRESIDENT | — |
| Justin Miles Victor | VICE PRESIDENT | — |
| Joseph Dixon Eskridge | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| HUFF RICK ALLEN | FOUNDER; PRESIDENT; VICE PRESIDENT COMMUNICATIONS | — |
| CARLTON BRIAN RAYMOND | VICE PRESIDENT; VICE PRESIDENT - CHIEF COMPLIANCE OFFICER | — |
| BENGDS JOEL ERIK | VICE PRESIDENT; VICE PRESIDENT INVESTMENTS | — |
| VICTOR JUSTIN MILES | VICE PRESIDENT; VICE PRESIDENT OF PLANNING | — |
| ESKRIDGE JOSEPH DIXON | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; PRESIDENT / CHIEF COMPLIANCE OFFICER (+1 more) | — |