WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC of FARMINGTON, CT is an SEC-registered investment adviser (CRD 125765). Regulatory assets under management: $346.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Brian Perry Beck | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| Daniel Jay Friedman | CEO | — |
| FRIEDMAN BRIAN JAY | CEO | — |
| BECK BRIAN PERRY | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |