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WORLD INVESTMENTS, LLC, CRD 20626
LINCROFT, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CB CLOCKWORK MIDCO, LLC | Member | E | yes | 10/2023 | Sep 1, 2023 | Jun 5, 2024 |
| CB CLOCKWORK PARENT, LLC | Member | E | yes | 10/2023 | Sep 1, 2023 | Jun 5, 2024 |
| CB WORLD MANAGEMENT, LLC | Member | C | yes | 10/2023 | Sep 1, 2023 | Jun 5, 2024 |
| CHARLESBANK EQUITY FUND IX, LP | Member | C | yes | 10/2023 | Sep 1, 2023 | Jun 5, 2024 |
| HYLAND, THOMAS PATRICK SR | PRESIDENT/DIRECTOR/FINOP/MUNI PRINCIPAL | Na | yes | 10/2023 | Jan 31, 2012 | Jun 5, 2024 |
| WIA CORPORATE BUYER, INC. | Shareholder | E | yes | 10/2023 | Sep 1, 2023 | Jun 5, 2024 |
| WIA CORPORATE HOLDINGS, INC | Shareholder | E | yes | 10/2023 | Sep 1, 2023 | Jun 5, 2024 |
| WORLD ASSOCIATES HOLDINGS, LLC | Member | E | yes | 10/2023 | Sep 1, 2023 | Jun 5, 2024 |
| FRALER, JENNETTE LEE | VP/CHIEF COMPLIANCE OFFICER | Na | no | 02/2020 | Feb 28, 2020 | Jun 5, 2024 |
| TOMORROW'S FINANCIAL SERVICES, INC. | PREVIOUS HOLDING COMPANY | Na | no | 10/2023 | Jan 31, 2012 | Jun 5, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS & CO. LLC | n/a | Wirehouse | $134B | N | yes | n/a |
| PENSIONMARK FINANCIAL GROUP, LLC | n/a | Other adviser | $72B | N | yes | n/a |
| WORLD INVESTMENTS, INC. | n/a | Former SEC adviser | $1.7B | Y | yes | n/a |
| WORLD INVESTMENTS, INC. | n/a | Former SEC adviser | $1.7B | Y | yes | n/a |
| WEALTH ADVISORY GROUP, INC. | n/a | Former SEC adviser | $667M | N | yes | n/a |
| ESA ASSOCIATES, LLC | n/a | n/a | n/a | N | yes | n/a |
| FASTCOMP, LLC | n/a | n/a | n/a | N | yes | n/a |
| FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. | n/a | n/a | n/a | N | yes | n/a |
| HAMOND SAFETY MANAGEMENT, LLC | n/a | n/a | n/a | N | yes | n/a |
| KEATING, LLC | n/a | n/a | n/a | N | yes | n/a |
| PACIFIC COAST NCA PREMIUM FINANCE, LLC | n/a | n/a | n/a | N | yes | n/a |
| PENSIONMARK SECURITIES, LLC | n/a | n/a | n/a | N | yes | n/a |
| SCOTTS AMERICAN, LLC | n/a | n/a | n/a | N | yes | n/a |
| WORLD INSURANCE ASSOCIATES, LLC | n/a | n/a | n/a | N | yes | n/a |
| WORLD INSURANCE PROGRAMS, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Bayonne | Nj | United States | 8 | yes |
| CEDAR KNOLLS | Nj | United States | 4 | yes |
| Turnersville | Nj | United States | 4 | yes |
| Harrisburg | Pa | United States | 4 | yes |
| TOMS RIVER | Nj | United States | 3 | yes |
| Brick | Nj | United States | 2 | yes |
| Hammonton | Nj | United States | 2 | yes |
| Roseland | Nj | United States | 2 | yes |
| Orlando | FL | United States | 1 | yes |
| CHERRY HILL | Nj | United States | 1 | yes |
| CHERRY HILL | Nj | United States | 1 | yes |
| COLTS NECK | Nj | United States | 1 | yes |
| Iselin | Nj | United States | 1 | yes |
| Oakhurst | Nj | United States | 1 | yes |
| Princeton | Nj | United States | 1 | yes |
| SOUTH ORANGE | Nj | United States | 1 | yes |
| TOMS RIVER | Nj | United States | 1 | yes |
| UNION CITY | Nj | United States | 1 | yes |
| Brooklyn | NY | United States | 1 | yes |
| STATEN ISLAND | NY | United States | 1 | yes |
| Jenkintown | Pa | United States | 1 | yes |
| JOHNS ISLAND | Sc | United States | 1 | yes |
| n/a | n/a | n/a | 1 | yes |
| n/a | n/a | n/a | 1 | yes |
| n/a | n/a | n/a | 1 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Mar 31, 2025 | $1.7B | $1.6B | 217 | 118 | 96 | n/a | n/a |
| 2023 | Mar 28, 2024 | $1.3B | $1.3B | 155 | 115 | 94 | n/a | n/a |
| 2022 | Mar 30, 2023 | $1.3B | $1.2B | 164 | 110 | 94 | n/a | n/a |
| 2021 | Mar 30, 2022 | $1.3B | $1.2B | 171 | 120 | 94 | n/a | n/a |
| 2020 | Mar 29, 2021 | $855M | $770M | 174 | 121 | 94 | n/a | n/a |
| 2019 | Feb 28, 2020 | $844M | $761M | 174 | 127 | 94 | n/a | n/a |
| 2018 | Mar 13, 2019 | $649M | $590M | 174 | 126 | 94 | n/a | n/a |
| 2017 | Apr 19, 2018 | $768M | $659M | 191 | 191 | 104 | n/a | n/a |
| 2016 | Mar 28, 2017 | $722M | $644M | 198 | 198 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $656M | $564M | 218 | 143 | n/a | n/a | n/a |
| 2014 | Apr 2, 2015 | $628M | $434M | 229 | 129 | n/a | n/a | n/a |
| 2013 | Mar 31, 2014 | $527M | $204M | 229 | 129 | n/a | n/a | n/a |
| 2012 | Feb 5, 2013 | $409M | $106M | 219 | 126 | n/a | n/a | n/a |
| 2011 | Feb 28, 2012 | $290M | $90.0M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 2 | -2 | n/a | 0 | 0 | 0 | 0 | 9 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $1.7B | $1.3B | 31.6% | $1.3B | 9.9% | 217 | 155 | 96 | 94 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | 2 | Dec 3, 2025 | Nov 7, 2025 | LINCROFT, NJ | Team lift out | Other | 100.0% |
| IC ADVISORY SERVICES, INC. | 5 | May 16, 2018 | May 4, 2018 | LINCROFT, NJ | Team lift out | Ibd to ibd | 31.3% |
| LPL FINANCIAL LLC | 6 | Dec 27, 2016 | Jan 12, 2017 | KING OF PRUSSIA, PA | Team lift out | Other | 23.1% |