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Wernau Asset Management Inc.

● SEC registered since 2020CRD 129473SEC# 801-118713Gloucester, MA
Export (members)
Reg. AUM
$191.3M
Employees
2
Accounts
224
Location
Gloucester, MA

Wernau Asset Management Inc. assets under management

Wernau Asset Management Inc. is an investment advisory firm registered with the SEC based in Gloucester, MA. The firm has been registered since 2020. It reports $191.3 million in regulatory assets under management and employs 2 people.
www.wernauassetmanagement.comView on SEC.gov ↗

Wernau Asset Management Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jonathan Louis Iannacone ControlChief Compliance OfficerUnder 5%2019
Peter Christopher Wernau ControlPresident/CeoOver 75%2003

Frequently asked questions

How much does Wernau Asset Management Inc. manage?

Wernau Asset Management Inc. reports $191.3 million in regulatory assets under management on its Form ADV.

How many employees does Wernau Asset Management Inc. have?

Wernau Asset Management Inc. reports 2 employees.

Where is Wernau Asset Management Inc. located?

Wernau Asset Management Inc. is based in Gloucester, MA and has been SEC-registered since 2020.

Does Wernau Asset Management Inc. disclose fund performance?

Wernau Asset Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address30 Western Ave, Suite 206, Gloucester, MA 01930
Phone617-871-0029
Fax617-507-8155
Office hoursBy Appointment Only
SEC regionBoston Regional Office (BRO)
CIK2053236
Discloses disciplinary historyNo

Assets under management

Discretionary$191.3M
Non-discretionary$0
Total (RAUM)$191.3M