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WHIPPOORWILL ASSOCIATES INC

50 Main Street
White Plains, New York 10606
Tel: 914-683-1002

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About WHIPPOORWILL ASSOCIATES INC

WHIPPOORWILL ASSOCIATES INC, formally registered with the SEC as WHIPPOORWILL ASSOCIATES INC. The firm was established in 01/26/1993. They have over 1 offices throughout the country.

WHIPPOORWILL ASSOCIATES INC is a White Plains, New York based Financial Planning firm with nearly $67,800,504 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107497
SEC#801-43158
Assets Managed by Firm$67,800,504
No. of Clients5
No. of Advisors1

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total5$67,800,504
Charitable organizations1$8,767,993

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