AdvisorOS Directory
Claim Profile
LW

Lance Robert Wachenheim

GREENHAVEN ASSOCIATES INC·PURCHASE, New York
Unclaimed Profile
THREE MANHATTANVILLE ROAD, PURCHASE, NY 10577-2130CRD# 4336520Firm CRD# 104729
01

About

Lance Robert Wachenheim 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# 4336520
Firm CRD# 104729
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PURCHASE?

Browse all registered financial advisors in PURCHASE, New York or claim this profile if it's yours.

Browse PURCHASE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Lance Robert Wachenheim offer?
Lance Robert Wachenheim specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PURCHASE, New York for a consultation.
What are Lance Robert Wachenheim's credentials?
Lance Robert Wachenheim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lance Robert Wachenheim located?
Lance Robert Wachenheim 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 Lance Robert Wachenheim charge for services?
Lance Robert Wachenheim'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PURCHASE
Eugene Julius Fattore — MULLER ROAD CAPITAL, LPNathan Samuel Muller — DEIMOS ASSET MANAGEMENT LLCNorman Wilson Heusser — MORGAN STANLEY SMITH BARNEY LLCJohn L Roach — CROSS STONE CAPITAL MANAGEMENT LPJoanne Costantini — ONE OAK CAPITAL MANAGEMENT, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)SYRACUSE (160)BUFFALO (132)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuideSYRACUSE GuideBUFFALO Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile