WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC

DEEP BLUE INVESTMENT ADVISORS
TAMPA, Florida·2 registered advisors·CRD# 115344
SEC# 801-606900813-238-4800
01

Firm Overview

AUM
$13.1B
Regulatory assets under management
Employees
14
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC

2 registered advisors
David Ming Lee Jang
TAMPA, Florida
Michael Brent Wertz
TAMPA, Florida
05

Office Locations

TAMPA, Florida
2 advisors

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Data sourced from SEC Form ADV filings. WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC (CRD# 115344) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.