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WIEDER FINANCIAL CORP.
CRD 331643
35 EAST GRASSY SPRAIN ROAD SUITE 403, YONKERS, NY, 10710, United States
Phone
914-205-6363
Fax
9143771007
Registration
— (—)
Source
State registered
Total AUM
$5.5M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; FLAT FEE AND SELECTION OF OTHER ADVISOR FOR REFERRAL FEES
Org form
Corporation
Filing date
2025-06-06
Disciplinary history
No
Services
Financial planningSELECTION OF OTHER ADVISORS FOR REFERRAL FEES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $475K |
| High net worth individuals | 1 | $5.0M |
Official SEC filing: View on IAPD