Wechter Financial Services, Inc. is a large advisory firm based in Parsippany. It manages $156.53 million of regulatory assets for 650 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Florida, New Jersey, and New York.
Wechter Financial Services provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wechter Financial Services, Inc. is $156.53 million. The firm's AUM has grown by 327% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wechter Financial Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ira Martin Wechter has been acting as President since 1 Jan 1989. David Miller Feldman joined the executive team most recently as the President.
The principal office where Wechter Financial Services, Inc. performs its advisory services is located at 1719 Route 10 East, Parsippany, NJ 07054, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 973-605-1448 or by fax 973-605-1449. The normal business hours are 9:00 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at wechterfinancial.com.