Wpn Corp. (New York)

Wpn Corp. is a large advisory firm based in New York. It manages $272.33 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of New York.

Wpn Corp provides portfolio management for businesses and institutional clients and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wpn Corp: assets under management

The assets under management (AUM) of Wpn Corp. is $272.33 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $272.33 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $272.33 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wpn Corp. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wpn Corp.

Ronald Labow has been acting as President since 1 May 1987. Bart Lewis Fooden joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ronald Labow	President	1 May 1987	50% - 75%	1032708
Lauri Leah Cornell	Shareholder	1 Jan 2001	50% - 75%	5499552
Bart Lewis Fooden	Chief compliance officer	1 Aug 2009	Other	1755947

Based in New York

The principal office where Wpn Corp. performs its advisory services is located at 110 East 59 Th Street, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.