Wank & Liptzin Advisory Services LLC
Wank & Liptzin Advisory Services LLC (CRD# 126215) is a financial advisory firm headquartered in Mineola, NY. They manage $17,000,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Wank & Liptzin Advisory Services LLC
By the Numbers
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Total Assets Under Management17MILLION
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Total Number of Accounts15ACCOUNTS
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Average Account Value$1,133,333
Compensation Options
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Wank & Liptzin Advisory Services LLC
1
Rhona Liptzin (CRD# 1425697) is an Investment Advisor Representative working at Wank & Liptzin Advisory Services LLC in Mineola, NY and has over 37 years of experience in the finance industry.
2
Jerald Wank (CRD# 4650109) is an Investment Advisor Representative working at Wank & Liptzin Advisory Services LLC in Mineola, NY and has 1 year of experience in the finance industry.
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