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Home > Retirement Planners > connecticut > woodbridge > WHARTON MIDMARKET INVESTMENT ADVISORS INC
WHARTON MIDMARKET INVESTMENT ADVISORS INC
27 Brook Road
Woodbridge, Connecticut 06525
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 2 offices throughout the country.
WHARTON MIDMARKET INVESTMENT ADVISORS INC is a Woodbridge, Connecticut based Financial Planning firm with nearly $222,360,550 assets under management, offering retirement planning & investment advisory services to 52 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 | $222,360,550 |
| No. of Clients | 52 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 52 | $222,360,550 |
| Individuals (other than high net worth individuals) | 1 | $893,008 |
| High net worth individuals | 46 | $215,231,444 |
| Corporations or other businesses | 4 | $6,236,098 |
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