WEATHERHELM CAPITAL MANAGEMENT LLC

5 Washington Street
Suite 1
Cambridge, New York 12816
Tel: 518-407-3886

About WEATHERHELM CAPITAL MANAGEMENT LLC

WEATHERHELM CAPITAL MANAGEMENT LLC, formally registered with the SEC as WEATHERHELM CAPITAL MANAGEMENT LLC. The firm was established in 03/12/2015. They have over 3 offices throughout the country.

WEATHERHELM CAPITAL MANAGEMENT LLC is a Cambridge, New York based Financial Planning firm with nearly $67,983,888 assets under management, offering retirement planning & investment advisory services to 197 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	175019
SEC#	801-81110
Assets Managed by Firm	$67,983,888
No. of Clients	197
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	197	$67,983,888
Individuals (other than high net worth individuals)	69	$16,198,504
High net worth individuals	13	$46,342,094
Pension and profit sharing plans	Fewer than 5 clients	$4,418,607
Corporations or other businesses	Fewer than 5 clients	$1,024,683

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GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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