1914 Advisors

1914 Advisors offers financial planning services, educational seminars/workshops, selection of other advisers, pension consulting services, portfolio management for individuals and/or small businesses and also performs business activities as registered municipal advisor, other, insurance broker or agent, broker-dealer, registered representative of a broker-dealer.

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+1 (800) 883-1212

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Firm Profile Information

Approximate Fees

Please contact the advisor for additional information on fees.

Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.

A percentage of assets under management

Fixed fees

A percentage of assets under management

Fixed fees

Operations

Registered municipal advisor

Other

Insurance broker or agent

Broker-dealer

Registered representative of a broker-dealer

Branches

Employees

Investment Advisors

Employees

Investment Advisors

Visit Website

+1 (800) 883-1212

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Client Types

Individuals
Companies & Institutions

97.2%

934

Account Overview

Assets
Accounts
Assets per Account

Let us help.

With our trusted network of advisors,
we’ll connect you with up to three
established planners in your area.

With our trusted network of advisors, we’ll connect you
with up to three established planners in your area.

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