World Market Advisors
Firm details
- Headquarters
- ,
- CRD number
- 306933
- Website
- worldmarketadvisors.com
- Custodians
- INTERACTIVE BROKERS LLC, SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI86.03%
- Individuals10.75%
- Charitable Organizations3.22%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
World Market Advisors is an independent registered investment adviser organized as a limited liability company and owned by an individual. Its client focus is individuals and families, and its advisory offerings span financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Compensation is flexible: the firm uses percent-of-AUM fees alongside hourly, fixed-fee, and other billing arrangements. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities34%
- US Government Bonds2%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 3Pamela Tengdin
TreasurerCRD 7349134
Douglas Tengdin
FounderCRD 7208226
Linda Armstrong
AssociateCRD 7797237
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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