|
⚲
|
| World Investments Inc
✚
|
|
|---|---|
| CRD # | 20626 |
| SEC # | 801-56426 |
| CIK # | |
| AUM | $1.3 BB (2024-06-05) |
| Employees | 155 (74% Investors, 100% Brokers) |
| Phone | 732-758-9300 |
| Address | 437 Newman Springs Rd Lincroft, NJ 07738 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,352 | 1,236.1 |
| (b) Individuals (high net worth individuals) | 225 | 81.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,238 | 1,318.0 |
| By Discretionary | ||
| Discretionary | 4,936 | 1,285.2 |
| Non-Discretionary | 302 | 32.8 |
| Total | 5,238 | 1,318.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,318.0 | |
| Total | 5,238 | 1,318.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Tritonpoint Wealth LLC
✚
|
MD | 1.3 |
|
The Hoerner Planning Group LLC
✚
|
VA | 1.3 |
|
Fiduciary Wealth Partners LLC
✚
|
MA | 1.3 |
|
Fourthought Financial Partners LLC
✚
|
FL | 1.3 |
|
NBT Capital Management Inc
✚
|
NY | 1.3 |
|
AGP / Alliance Global Partners LLC
✚
|
CT | 1.3 |
|
Financial Security Advisory Inc
✚
|
VA | 1.3 |
|
Rebalance LLC
✚
|
CA | 1.3 |
|
Tanglewood Wealth Management Inc
✚
|
TX | 1.3 |
|
Quattro Financial Advisors LLC
✚
|
TX | 1.3 |