WHARTON MIDMARKET INVESTMENT ADVISORS INC.

WHARTON MIDMARKET INVESTMENT ADVISORS INC
WOODBRIDGE, Connecticut·1 registered advisor·CRD# 301186
SEC# 801-11667602036069696
01

Firm Overview

AUM
$141M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WHARTON MIDMARKET INVESTMENT ADVISORS INC.

1 registered advisor
Paul Harrigan
WOODBRIDGE, Connecticut
05

Office Locations

WOODBRIDGE, Connecticut
1 advisor

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Data sourced from SEC Form ADV filings. WHARTON MIDMARKET INVESTMENT ADVISORS INC. (CRD# 301186) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.