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Building 2WHARTON MIDMARKET INVESTMENT ADVISORS INC

Map pinWOODBRIDGE, CT
Phone2036069696
NotebookSEC #801-116676
Total AUM
$231.1M
Employees
2
Clients
55

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
27 BROOK ROAD
WOODBRIDGE
CT 06525
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
2036069696
Other Offices
1

ReceiptFinancials

Total AUM
$231.1M
Accounts
47
Discretionary
$0
Accounts
0
Non-Discretionary
$231.1M
Accounts
47

ContactClients

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Individual Clients
1
AUM
$906.1K
HNW Individual Clients
42
AUM
$223.7M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
4
AUM
$6.5M
Other Clients
1
AUM
$0
Description of Other Clients
NONE

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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