The W & W Group LLC
The W & W Group LLC (CRD# 286334) is a financial advisory firm headquartered in Olney, MD. They manage $21,276,489 in 268 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management21MILLION
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Total Number of Accounts268ACCOUNTS
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Average Account Value$79,390
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DC, GA, LA, MD, TX, VA
Financial Advisors at The W & W Group LLC
1
Wesley Watkis (CRD# 2688488) is an Investment Advisor Representative working at The W & W Group LLC in Rockville, MD and has over 28 years of experience in the finance industry.
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