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Philip Robert Wagenheim

SUMMERLINE ASSET MANAGEMENT, LLC·WHITE PLAINS, New York
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70 WEST RED OAK LANE, WHITE PLAINS, NY 10604CRD# 2243599Firm CRD# 163358
01

About

Philip Robert Wagenheim is a registered financial advisor based in WHITE PLAINS, New York, affiliated with SUMMERLINE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
SUMMERLINE ASSET MANAGEMENT, LLC
SUMMERLINE ASSET MANAGEMENT, LLC
AUM
—
Regulatory assets under management
Employees
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Total firm employees
View all advisors at SUMMERLINE ASSET MANAGEMENT, LLC →
04

Background

Compensation

Compensation details will be added during enrichment.

Regulatory
SEC/IARD CRD# 2243599
Firm CRD# 163358
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Philip Robert Wagenheim offer?
Philip Robert Wagenheim is a registered financial advisor in WHITE PLAINS, New York. Contact their office for details on services offered.
What are Philip Robert Wagenheim's credentials?
Philip Robert Wagenheim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Robert Wagenheim located?
Philip Robert Wagenheim is based in WHITE PLAINS, New York, working with SUMMERLINE ASSET MANAGEMENT, LLC. Their office serves clients in the WHITE PLAINS metropolitan area and surrounding communities.
How large is SUMMERLINE ASSET MANAGEMENT, LLC?
SUMMERLINE ASSET MANAGEMENT, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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