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Kathy Marie Wilhelm

BOENNING & SCATTERGOOD, INC.·WEST CONSHOHOCKEN, Pennsylvania
Unclaimed Profile
FOUR TOWER BRIDGE, 200 BARR HARBOR DRIVE, WEST CONSHOHOCKEN, PA 19428CRD# 1247737Firm CRD# 100
01

About

Kathy Marie Wilhelm is a registered financial advisor based in WEST CONSHOHOCKEN, Pennsylvania, affiliated with BOENNING & SCATTERGOOD, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BOENNING & SCATTERGOOD, INC.
1914 ADVISORS
AUM
$1.2B
Regulatory assets under management
Employees
76
Total firm employees
View all advisors at BOENNING & SCATTERGOOD, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1247737
Firm CRD# 100
6 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathy Marie Wilhelm offer?
Kathy Marie Wilhelm specializes in Financial Planning, Investment Management. Contact their office in WEST CONSHOHOCKEN, Pennsylvania for a consultation.
What are Kathy Marie Wilhelm's credentials?
Kathy Marie Wilhelm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathy Marie Wilhelm located?
Kathy Marie Wilhelm is based in WEST CONSHOHOCKEN, Pennsylvania, working with BOENNING & SCATTERGOOD, INC.. Their office serves clients in the WEST CONSHOHOCKEN metropolitan area and surrounding communities.
How does Kathy Marie Wilhelm charge for services?
Kathy Marie Wilhelm's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOENNING & SCATTERGOOD, INC.?
BOENNING & SCATTERGOOD, INC. has approximately 76 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WEST CONSHOHOCKEN
Kristen Nolan Winsko — BOENNING & SCATTERGOOD, INC.James C. Biddle — VERDIS INVESTMENT MANAGEMENT, LLCSteven R. Kim — VERDIS INVESTMENT MANAGEMENT, LLCKevin M Gaffey — VERDIS INVESTMENT MANAGEMENT, LLCJr. Charles Burkhart — ROSEMONT INVESTMENT PARTNERS, LLC
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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