Warther Companies, LLC is an adviser based in Akron. It manages $50.4 million of regulatory assets for 174 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Illinois, Ohio, and Pennsylvania.
Warther Companies provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Warther Companies, LLC is $50.4 million. The firm's AUM has grown by 42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Warther Companies, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Wayne Warther has been acting as President since 1 Nov 2002. Kimberly S Miller joined the executive team most recently as the Chief Compliance Officer.
The principal office where Warther Companies, LLC performs its advisory services is located at 1075 West Market St., Akron, OH 44313, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 330-867-6999 or by fax 330-867-0490. The normal business hours are 7:30am - 5:00pm on Monday - Friday.