WRAPMANAGER INC

MILL VALLEY, California·2 registered advisors·CRD# 108834

SEC# 801-576290415-541-7774

01

Firm Overview

AUM

$369M

Regulatory assets under management

Employees

8

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management

04

Advisors at WRAPMANAGER INC

2 registered advisors

Gabriel Fritz Burczyk

MILL VALLEY, California

Valerie Dawn Devol

MILL VALLEY, California

05

Office Locations

MILL VALLEY, California

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Data sourced from SEC Form ADV filings. WRAPMANAGER INC (CRD# 108834) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.