Kaspian Wealth Management
Kaspian Wealth Management (CRD# 162028) is a financial advisory firm headquartered in Woodcliff Lake, NJ. They manage $5,079,029 in 29 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management5MILLION
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Total Number of Accounts29ACCOUNTS
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Average Account Value$175,139
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, NY
Financial Advisors at Kaspian Wealth Management
1
Kwesi Simmsparris (CRD# 4675936) is an Investment Advisor Representative working at Kaspian Wealth Management in Woodcliff Lake, NJ and has over 20 years of experience in the finance industry.
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