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Worldwide Asset Management Group, LLC (New York)


Worldwide Asset Management Group, LLC is a large advisory firm based in New York. It manages $26.91 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of New York.

Worldwide Asset Management Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Worldwide Asset Management Group: assets under management

The assets under management (AUM) of Worldwide Asset Management Group, LLC is $26.91 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $269.1 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Worldwide Asset Management Group, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Worldwide Asset Management Group, LLC performs its advisory services is located at 30 Wall Street, New York, NY 10005, 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 212-248-1401 or by fax 212-742-8710. The normal business hours are 9:00am to 5:00pm on Monday - Friday.


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