WBG Advisors LLC

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Assets, Funds, Holdings

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WBG Advisors LLC
CRD #151161
SEC #801-118088
CIK #
AUM
Employees 1 (100% Investors, 0% Brokers)
Phone203-227-3738
Address7 Pheasant Lane
Westport, CT 06880
Source [IAPD]
Total AUM ($M)
3502802101407002009201420192025
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 1 101.8
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 101.8
By Discretionary
Discretionary 1 101.8
Non-Discretionary 0 0.0
Total 1 101.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 101.8
Total 1 101.8
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