WEATHERHELM CAPITAL MANAGEMENT LLC

CAMBRIDGE, New York·2 registered advisors·CRD# 175019
SEC# 801-811102518-407-3886
01

Firm Overview

AUM
$68M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Performance-based fees
03

Specialties

Investment Management
04

Advisors at WEATHERHELM CAPITAL MANAGEMENT LLC

2 registered advisors
Jason Clark Kastner
CAMBRIDGE, New York
Lynn Marie Kastner
CAMBRIDGE, New York
05

Office Locations

CAMBRIDGE, New York
2 advisors

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Data sourced from SEC Form ADV filings. WEATHERHELM CAPITAL MANAGEMENT LLC (CRD# 175019) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.