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W.H. FINANCIAL SERVICES, INC.
CRD 287703
850 NW FEDERAL HWY, STE. 152, STUART, FL, 34994, United States
Phone
(772) 233-4437
Fax
(772) 261-8717
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 46 broker-dealer reps
Clients
1-10
Fees
Fixed fees; SHARES IN 3RD PARTY ADVISORY FEES/PORTFOLIO ANALYSIS (MRI) FEE
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningSelection of other advisersPORTFOLIO ANALYSIS (MRI) SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 44 | $0 |
| High net worth individuals | 2 | $0 |
All web addresses on file
Official SEC filing: View on IAPD