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Marilyn Bier Winiecki

WHARTONHILL INVESTMENT ADVISORS·FORT WASHINGTON, Pennsylvania
Unclaimed Profile
451 SOUTH BETHLEHEM PIKE, FORT WASHINGTON, PA 19034CRD# 5143189Firm CRD# 151483
01

About

Marilyn Bier Winiecki is a registered financial advisor based in FORT WASHINGTON, Pennsylvania, affiliated with WHARTONHILL INVESTMENT ADVISORS. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
WHARTONHILL INVESTMENT ADVISORS
WHARTONHILL INVESTMENT ADVISORS
AUM
$169M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WHARTONHILL INVESTMENT ADVISORS →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5143189
Firm CRD# 151483
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marilyn Bier Winiecki offer?
Marilyn Bier Winiecki specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in FORT WASHINGTON, Pennsylvania for a consultation.
What are Marilyn Bier Winiecki's credentials?
Marilyn Bier Winiecki is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marilyn Bier Winiecki located?
Marilyn Bier Winiecki is based in FORT WASHINGTON, Pennsylvania, working with WHARTONHILL INVESTMENT ADVISORS. Their office serves clients in the FORT WASHINGTON metropolitan area and surrounding communities.
How does Marilyn Bier Winiecki charge for services?
Marilyn Bier Winiecki's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHARTONHILL INVESTMENT ADVISORS?
WHARTONHILL INVESTMENT ADVISORS has approximately 3 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FORT WASHINGTON
Frank Elmer Rutan — WHARTONHILL INVESTMENT ADVISORSDeirdre Broderick Koerick — CAPITAL ANALYSTS, LLCThomas Gerard Murphy — LINCOLN INVESTMENT PLANNING, LLCNorman Mark Marr — LINCOLN INVESTMENT PLANNING, LLCShawn Benjamin Capper — WHARTONHILL INVESTMENT ADVISORS
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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