William
Wadsworth
Its Asset Management, L.P
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About this Advisor
William Wadsworth is a financial advisor working in North Haven, Connecticut who has 2 years of industry experience. Wadsworth is an employee of Its Asset Management, L.P. Wadsworth has gained experience at Wadsworth Investment Co., Inc, Pts Asset Management, Integrated Financial Planning Services and Its Asset Management. Wadsworth maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Connecticut. Its Asset Management, L.P is a registered investment business that has its headquarters in Washington, PA. The company has a total of nine advisors. It controls $286 million in assets across its 1,491 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm provides services to one charities and foundations. Of its 1,491 accounts, just 7% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business provides a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules usually are based on which services the firm provides the client. However, fee types charged by Its Asset Management, L.P typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Its Asset Management, L.P Brokerage Details
$285,758,456
9
1,491
$191,656
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
William Wadsworth Work History
William has been registered as a financial advisor for 2 years.*
Its Asset Management
Integrated Financial Planning Services
Wadsworth Investment Co., Inc
Pts Asset Management
Wadsworth Investment Co., Inc
Pts Asset Management
Wadsworth Investment Co., Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Wadsworth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Its Asset Management, L.P
North Haven, CT
Washington, PA
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