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Wfa Asset Management Corp

CRD 106102SEC# 801-44808Whitefish Bay, WI
Export (members)
No longer SEC-registered. Wfa Asset Management Corp appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$439.3M
Employees
8
Accounts
1,447
Location
Whitefish Bay, WI

Wfa Asset Management Corp assets under management

Wfa Asset Management Corp operates as an SEC-registered investment adviser based in Whitefish Bay, WI. It reports $439.3 million in regulatory assets under management and employs 8 people.

Wfa Asset Management Corp owners & executives

2 reported
NameTitleOwnershipSince
Marilou Davido ControlVice President And Chief Compliance Officer10-25%2018
Nicholas Enea ControlPresidentOver 75%1993

Frequently asked questions

How much does Wfa Asset Management Corp manage?

Wfa Asset Management Corp reports $439.3 million in regulatory assets under management on its Form ADV.

How many employees does Wfa Asset Management Corp have?

Wfa Asset Management Corp reports 8 employees.

Where is Wfa Asset Management Corp located?

Wfa Asset Management Corp is based in Whitefish Bay, WI.

Does Wfa Asset Management Corp disclose fund performance?

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

Contact & registration

Address633 E. Henry Clay Street, Whitefish Bay, WI 53217
Office hours8:00a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$424.9M
Non-discretionary$14.5M
Total (RAUM)$439.3M