WORLD INVESTMENTS, INC.
Legal name: WORLD ADVISORY SERVICES
CRD #20626 SEC #801-56426 LINCROFT, NJ 732-758-9300
SEC Registered Broker-Dealer Disclosures
Total AUM
$1.7B
Discretionary
$1.6B
Employees
217
Clients
--
Accounts
4,697
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.7B | $1.6B | $98.4M | 217 | 22 |
| May 2025 | $1.7B | $1.6B | $98.4M | 217 | 22 |
| May 2025 | $1.7B | $1.6B | $98.4M | 217 | 22 |
| Mar 2025 | $1.7B | $1.6B | $98.4M | 217 | 22 |
| Jan 2025 | $1.3B | $1.3B | $32.8M | 155 | 25 |
| Jun 2024 | $1.3B | $1.3B | $32.8M | 155 | 25 |
| Mar 2024 | $1.3B | $1.3B | $32.8M | 155 | 25 |
| Nov 2023 | $1.3B | $1.2B | $118.1M | 164 | 29 |
| Nov 2023 | $1.3B | $1.2B | $118.1M | 164 | 29 |
| Sep 2023 | $1.3B | $1.2B | $118.1M | 164 | 29 |
| Sep 2023 | $1.3B | $1.2B | $118.1M | 164 | 29 |
| Mar 2023 | $1.3B | $1.2B | $118.1M | 164 | 29 |
| Mar 2022 | $1.3B | $1.2B | $135.8M | 171 | 27 |
| Dec 2021 | $855M | $769.9M | $85.1M | 174 | 23 |
| Mar 2021 | $855M | $769.9M | $85.1M | 174 | 23 |
| Oct 2020 | $844.3M | $761.4M | $82.9M | 174 | 12 |
| Jul 2020 | $844.3M | $761.4M | $82.9M | 174 | 12 |
| Jun 2020 | $844.3M | $761.4M | $82.9M | 174 | 12 |
| Jun 2020 | $844.3M | $761.4M | $82.9M | 174 | 12 |
| Jun 2020 | $844.3M | $761.4M | $82.9M | 174 | 12 |
| Feb 2020 | $844.3M | $761.4M | $82.9M | 174 | 12 |
| Mar 2019 | $649M | $590.4M | $58.6M | 174 | 46 |
| Apr 2018 | $768M | $659.1M | $108.9M | 191 | 3,800 |
| Mar 2017 | $721.8M | $643.8M | $78M | 198 | 3,500 |
| Jun 2016 | $655.8M | $564.3M | $91.5M | 218 | 3,200 |
| Mar 2016 | $655.8M | $564.3M | $91.5M | 218 | 3,200 |
| Apr 2015 | $627.9M | $434.2M | $193.7M | 229 | 2,100 |
| Apr 2014 | $526.6M | $203.9M | $322.8M | 229 | 2,100 |
| Apr 2014 | $526.6M | $203.9M | $322.8M | 229 | 2,100 |
| Nov 2013 | $409M | $106M | $303M | 219 | 2,100 |
| Nov 2013 | $409M | $106M | $303M | 219 | 2,100 |
| May 2013 | $409M | $106M | $303M | 219 | 2,100 |
| Feb 2013 | $409M | $106M | $303M | 219 | 2,100 |
| Apr 2012 | $290M | $90M | $200M | 6 | 2,100 |
| Feb 2012 | $290M | $90M | $200M | 6 | 2,100 |
| Jan 2012 | $238.8M | $59.7M | $179M | 6 | 2,100 |
| Mar 2011 | $238.8M | $59.7M | $179M | 10 | -- |
| Mar 2008 | $71.8M | $29M | $42.8M | 10 | -- |
| Feb 2007 | $36.2M | $36.2M | $0 | 5 | -- |
| Feb 2006 | $35.4M | $35.4M | $0 | 5 | -- |
| May 2005 | $42.4M | $42.4M | $0 | 5 | -- |
| Mar 2004 | $55.1M | $55.1M | $0 | 5 | -- |
| Mar 2004 | $55.1M | $55.1M | $0 | 5 | -- |
| Mar 2004 | $55.1M | $55.1M | $0 | 5 | -- |
| Apr 2002 | $37M | $37M | $0 | 5 | -- |
DateOct 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$98.4M
Employees217
Clients22
DateMay 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$98.4M
Employees217
Clients22
DateMay 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$98.4M
Employees217
Clients22
DateMar 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$98.4M
Employees217
Clients22
DateJan 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$32.8M
Employees155
Clients25
DateJun 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$32.8M
Employees155
Clients25
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$32.8M
Employees155
Clients25
DateNov 2023
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$118.1M
Employees164
Clients29
DateNov 2023
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$118.1M
Employees164
Clients29
DateSep 2023
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$118.1M
Employees164
Clients29
DateSep 2023
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$118.1M
Employees164
Clients29
DateMar 2023
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$118.1M
Employees164
Clients29
DateMar 2022
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$135.8M
Employees171
Clients27
DateDec 2021
Total AUM$855M
Discretionary$769.9M
Non-Disc.$85.1M
Employees174
Clients23
DateMar 2021
Total AUM$855M
Discretionary$769.9M
Non-Disc.$85.1M
Employees174
Clients23
DateOct 2020
Total AUM$844.3M
Discretionary$761.4M
Non-Disc.$82.9M
Employees174
Clients12
DateJul 2020
Total AUM$844.3M
Discretionary$761.4M
Non-Disc.$82.9M
Employees174
Clients12
DateJun 2020
Total AUM$844.3M
Discretionary$761.4M
Non-Disc.$82.9M
Employees174
Clients12
DateJun 2020
Total AUM$844.3M
Discretionary$761.4M
Non-Disc.$82.9M
Employees174
Clients12
DateJun 2020
Total AUM$844.3M
Discretionary$761.4M
Non-Disc.$82.9M
Employees174
Clients12
DateFeb 2020
Total AUM$844.3M
Discretionary$761.4M
Non-Disc.$82.9M
Employees174
Clients12
DateMar 2019
Total AUM$649M
Discretionary$590.4M
Non-Disc.$58.6M
Employees174
Clients46
DateApr 2018
Total AUM$768M
Discretionary$659.1M
Non-Disc.$108.9M
Employees191
Clients3,800
DateMar 2017
Total AUM$721.8M
Discretionary$643.8M
Non-Disc.$78M
Employees198
Clients3,500
DateJun 2016
Total AUM$655.8M
Discretionary$564.3M
Non-Disc.$91.5M
Employees218
Clients3,200
DateMar 2016
Total AUM$655.8M
Discretionary$564.3M
Non-Disc.$91.5M
Employees218
Clients3,200
DateApr 2015
Total AUM$627.9M
Discretionary$434.2M
Non-Disc.$193.7M
Employees229
Clients2,100
DateApr 2014
Total AUM$526.6M
Discretionary$203.9M
Non-Disc.$322.8M
Employees229
Clients2,100
DateApr 2014
Total AUM$526.6M
Discretionary$203.9M
Non-Disc.$322.8M
Employees229
Clients2,100
DateNov 2013
Total AUM$409M
Discretionary$106M
Non-Disc.$303M
Employees219
Clients2,100
DateNov 2013
Total AUM$409M
Discretionary$106M
Non-Disc.$303M
Employees219
Clients2,100
DateMay 2013
Total AUM$409M
Discretionary$106M
Non-Disc.$303M
Employees219
Clients2,100
DateFeb 2013
Total AUM$409M
Discretionary$106M
Non-Disc.$303M
Employees219
Clients2,100
DateApr 2012
Total AUM$290M
Discretionary$90M
Non-Disc.$200M
Employees6
Clients2,100
DateFeb 2012
Total AUM$290M
Discretionary$90M
Non-Disc.$200M
Employees6
Clients2,100
DateJan 2012
Total AUM$238.8M
Discretionary$59.7M
Non-Disc.$179M
Employees6
Clients2,100
DateMar 2011
Total AUM$238.8M
Discretionary$59.7M
Non-Disc.$179M
Employees10
Clients--
DateMar 2008
Total AUM$71.8M
Discretionary$29M
Non-Disc.$42.8M
Employees10
Clients--
DateFeb 2007
Total AUM$36.2M
Discretionary$36.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$42.4M
Discretionary$42.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$55.1M
Discretionary$55.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$55.1M
Discretionary$55.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$55.1M
Discretionary$55.1M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees5
Clients--