WORLD FINANCIAL ASSETS ADVISORY

WORLD FINANCIAL ASSETS ADVISORY is an SEC-registered investment adviser (CRD 122363). Regulatory assets under management: $4.3M.

Registration

• CRD: 122363
• Type: Registered investment adviser
• Phone: 410-685-0700
• Latest filing: 2025-09-30
• Regulatory AUM: $4.3M
• Non-discretionary AUM: $4.3M
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 122363 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search