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| Keyboard |
| World Investments Inc
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|---|---|
| CRD # | 20626 |
| SEC # | 801-56426 |
| CIK # | |
| AUM | 1,734.8 M (2025-10-30) |
| Employees | 217 (54% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 732-758-9300 |
| Address | 437 Newman Springs Rd Lincroft, NJ 07738 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,281 | 1,665.4 |
| (b) Individuals (high net worth individuals) | 192 | 69.4 |
| (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 | 4,697 | 1,734.8 |
| By Discretionary | ||
| Discretionary | 4,398 | 1,636.4 |
| Non-Discretionary | 299 | 98.4 |
| Total | 4,697 | 1,734.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,734.8 | |
| Total | 4,697 | 1,734.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 22 |
| Serves | Institutional, Retail |
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|---|---|---|
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Feldman Ingardona & Co
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RW Investment Management LLC
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|
Catalyst Financial Partners LLC
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