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Building 2WERLINICH ASSET MANAGEMENT, L.L.C.

Map pin
Phone914-260-3230
NotebookSEC #801-64023
Total AUM
$209M
Employees
1
Clients
52

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 - 5:00
Monday - Friday
Phone
914-260-3230
Other Offices
1

ReceiptFinancials

Total AUM
$209M
Accounts
28
Discretionary
$209M
Accounts
28
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
27
AUM
$1.7M
HNW Individual Clients
24
AUM
$162.3M
Charitable Organization Clients
1
AUM
$45M

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNYTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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