WHARTONHILL INVESTMENT ADVISORS

FORT WASHINGTON, Pennsylvania·3 registered advisors·CRD# 151483
SEC# 801-70611215-641-2370
01

Firm Overview

AUM
$169M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at WHARTONHILL INVESTMENT ADVISORS

3 registered advisors
Frank Elmer Rutan
FORT WASHINGTON, Pennsylvania
Marilyn Bier Winiecki
FORT WASHINGTON, Pennsylvania
Shawn Benjamin Capper
FORT WASHINGTON, Pennsylvania
05

Office Locations

FORT WASHINGTON, Pennsylvania
3 advisors

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Data sourced from SEC Form ADV filings. WHARTONHILL INVESTMENT ADVISORS (CRD# 151483) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.