Sustainvest Asset Management, LLC
Sustainvest Asset Management, LLC (CRD# 166685) is a financial advisory firm headquartered in Linwood, NJ. They manage $96,673,202 in 366 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Sustainvest Asset Management, LLC
By the Numbers
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Total Assets Under Management97MILLION
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Total Number of Accounts366ACCOUNTS
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Average Account Value$264,134
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, LA, NJ, TX
Financial Advisors at Sustainvest Asset Management, LLC
1
Dale Wannen (CRD# 3147650) is an Investment Advisor Representative working at Sustainvest Asset Management, LLC in Linwood, NJ and has over 24 years of experience in the finance industry.
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