James
Wallerius
Systematic Financial Management Lp
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About this Advisor
James Wallerius is a financial advisor based in Amelia Island, Florida, working with Systematic Financial Management Lp. James has previously held a position at Systematic Financial Management. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, James is part of Systematic Financial Management Lp, which operates out of Amelia Island, Florida. The firm has 2 offices and 18 employees. The firm manages assets totaling $3.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Systematic Financial Management Lp includes asset-based and performance-based fees.
Certifications and Registrations
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Fee Structure
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Systematic Financial Management Lp Brokerage Details
$3,359,521,956
18
156
$21,535,397
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
James Wallerius Work History
Systematic Financial Management
Disclosures
Please visit the SEC profile of James Wallerius 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 Systematic Financial Management Lp
Teaneck, NJ
Teaneck, NJ
Teaneck, NJ
Amelia Island, FL
Teaneck, NJ
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