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WEALTHSPRING CAPITAL LLC
WEALTHSPRING CAPITAL LLC
WEST HARRISON, New York
·
3 registered advisors
·
CRD# 301040
SEC# 801-117460
0
914-419-2207
01
Firm Overview
AUM
$503M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at WEALTHSPRING CAPITAL LLC
3 registered advisors
David Mitchel Gallers
WEST HARRISON, New York
CRD# 4467295
Matthew Simpson
WEST HARRISON, New York
CFA
CRD# 4715223
Michael James Mayer
WEST HARRISON, New York
CRD# 7418339
05
Office Locations
WEST HARRISON, New York
3 advisors
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Data sourced from SEC Form ADV filings. WEALTHSPRING CAPITAL LLC (CRD# 301040) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.