WW
CFA
WW
CFA

Walter Wick

7 Years of Experience
Teaneck, NJ

Walter Wick is a CFA-designated registered investment advisor at Systematic Financial Management LP, based in Teaneck, NJ, with 7 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 165 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
IM Fee
Planning only
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

300 Frank W Burr Blvd, 7th Fl Glenpointe East, Teaneck, NJ, 07666

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Walter is a member of Glen River, LLC, which provides administrative services. He dedicates a few hours per week to administrative duties.

Employment History
Current Registrations
Systematic Financial Management LP
October 2018 - Present · 7 yrs 6 mos
State Registrations1 state
NJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Walter Wick - Financial Advisor | TrueAdvisor