RIA Intel›Advisers›New Jersey›WORLD INVESTMENTS, INC.

WORLD INVESTMENTS, INC.

Advisory

Y·LINCROFT, NJ

Data as of Jun 5, 2024 · Source: SEC Form ADV

Total AUM

$1.7B

1-Year AUM Growth

+2.0%

3-Year CAGR

+14.5%

Employees

118

Assets Under Management

Total AUM$1.7B

Discretionary AUM$1.6B

Non-Discretionary AUM$98M

Discretionary %94.3%

Total Clients3,473

Team

Total Employees118

Investment Advisers217

Employee Growth (1Y)+4.5%

Filing History

Total Filings on Record49

First FilingMar 28, 2001

Latest FilingJun 5, 2024

🔒 Full AUM trend chart and 49 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WORLD INVESTMENTS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.