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Aaron Henry Wilhelm

LEVITT GROSSMAN CAPITAL MANAGEMENT, LP·OWINGS MILLS, Maryland
Series 65Clean record8 years registeredLEVITT GROSSMAN CAPITAL MANAGEMENT, LP
100 PAINTERS MILL ROAD, OWINGS MILLS, MD 21117CRD# 6608439Firm CRD# 156728

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aaron Henry Wilhelm · OWINGS MILLS, MD
Registration
CRD #6608439 · LEVITT GROSSMAN CAPITAL MANAGEMENT, LP · 8 years registered
Brand Profile
Not yet started
01

Career History

REIGATE INVESTORS LLC
Sep 2017 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 8, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LEVITT GROSSMAN CAPITAL MANAGEMENT, LP
CRD 156728 · SEC 801-79444
AUM
$202M
Regulatory assets under management
Employees
4
4 client accounts
Services offered by LEVITT GROSSMAN CAPITAL MANAGEMENT, LP
Per Form ADV
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at LEVITT GROSSMAN CAPITAL MANAGEMENT, LP →
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05

Frequently Asked Questions

What services does Aaron Henry Wilhelm offer?
Aaron Henry Wilhelm specializes in Investment Management, Retirement Planning. Contact their office in OWINGS MILLS, Maryland for a consultation.
What are Aaron Henry Wilhelm's credentials?
Aaron Henry Wilhelm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron Henry Wilhelm located?
Aaron Henry Wilhelm is based in OWINGS MILLS, Maryland, working with LEVITT GROSSMAN CAPITAL MANAGEMENT, LP. Their office serves clients in the OWINGS MILLS metropolitan area and surrounding communities.
How does Aaron Henry Wilhelm charge for services?
Aaron Henry Wilhelm's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEVITT GROSSMAN CAPITAL MANAGEMENT, LP?
LEVITT GROSSMAN CAPITAL MANAGEMENT, LP has approximately 4 employees and manages $202M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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