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Home > Retirement Planners > connecticut > woodbridge > WHARTON MIDMARKET INVESTMENT ADVISORS INC
WHARTON MIDMARKET INVESTMENT ADVISORS INC
27 Brook Road
Woodbridge, Connecticut 6525
Tel: 2036069696
About WHARTON MIDMARKET INVESTMENT ADVISORS INC
WHARTON MIDMARKET INVESTMENT ADVISORS INC, formally registered with the SEC as WHARTON MIDMARKET INVESTMENT ADVISORS INC. The firm was established in 05/24/2019. They have over 1 offices throughout the country.
WHARTON MIDMARKET INVESTMENT ADVISORS INC is a Woodbridge, Connecticut based Financial Planning firm with nearly $125,899,886 assets under management, offering retirement planning & investment advisory services to 29 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 301186 |
| SEC# | 801-116676 |
| Assets Managed by Firm | $125,899,886 |
| No. of Clients | 29 |
| No. of Advisors | 2 |
Fee Structure
- A Percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 29 | $125,899,886 |
| Individuals (other than high net worth individuals) | 3 | $15,132 |
| High net worth individuals | 23 | $125,857,049 |
| Corporations or other businesses | 3 | $27,705 |
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