Whartonhill Investment Advisors is a large advisory firm based in Fort Washington. It manages $169 million of regulatory assets for 353 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Connecticut, Delaware, Florida, and 7 other states.
Whartonhill Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Whartonhill Investment Advisors is $169 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Whartonhill Investment Advisors 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.
The principal office where Whartonhill Investment Advisors performs its advisory services is located at 451 South Bethlehem Pike, Fort Washington, PA 19034, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 215-641-2370 or by fax 215-641-2380. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at whartonhillia.com/.