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Kim Wachenheim Wagman

GREENHAVEN ASSOCIATES INC·PURCHASE, New York
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THREE MANHATTANVILLE ROAD, PURCHASE, NY 10577-2130CRD# 4336523Firm CRD# 104729
01

About

Kim Wachenheim Wagman is a registered financial advisor based in PURCHASE, New York, affiliated with GREENHAVEN ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
GREENHAVEN ASSOCIATES INC
GREENHAVEN ASSOCIATES INC
AUM
$9.6B
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at GREENHAVEN ASSOCIATES INC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4336523
Firm CRD# 104729
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kim Wachenheim Wagman offer?
Kim Wachenheim Wagman specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PURCHASE, New York for a consultation.
What are Kim Wachenheim Wagman's credentials?
Kim Wachenheim Wagman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kim Wachenheim Wagman located?
Kim Wachenheim Wagman is based in PURCHASE, New York, working with GREENHAVEN ASSOCIATES INC. Their office serves clients in the PURCHASE metropolitan area and surrounding communities.
How does Kim Wachenheim Wagman charge for services?
Kim Wachenheim Wagman'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 GREENHAVEN ASSOCIATES INC?
GREENHAVEN ASSOCIATES INC has approximately 7 employees and manages $9.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New York
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