William Frederick Wadsworth

Its Asset Management, L.P.

33 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Its Asset Management, L.P.

Compensation

Fee-Only (AUM)

Firm Size

2 advisors

Number of Clients

794 clients

Average Client Portfolio

$356K average

Assets Under Management

$282.8M

Fee Structure

Minimum Investment:$30K

Financial Planning:Investment management only

Location

565 Washington Avenue, Suite 7, North Haven, CT, 06473

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History

Regulatory History (1)

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Regulatory

August 2010

Final

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Other Business Activities

William is a partner in Wadsworth Family LLC since 1996 and a trustee for Wadsworth Family Foundation since 2016. He is also a registered representative with Integrated Financial Planning Services since 2016, spending about 10-20% of his time servicing clients.

Employment History

Previous Registrations

Pts Asset Management

October 2011 - October 2021 · 10 yrs

Wadsworth Investment CO., INC.Broker

November 1996 - December 2016 · 20 yrs 1 mo

Wadsworth Investment CO., INC.Broker

October 1996 - November 1996 · 1 mo

Prudential Securities IncorporatedBroker

August 1995 - October 1996 · 1 yr 2 mos

Everen Securities, INC.Broker

October 1993 - June 1995 · 1 yr 8 mos

Kemper Financial Services, INC.Broker

December 1991 - April 1993 · 1 yr 4 mos

State Registrations4 states

CTMENYOR

AdvisorBrokerBoth

Exams

No exam information available for this advisor.