Investment adviser · CRD 151483

WHARTONHILL INVESTMENT ADVISORS

Investment adviser filing (IA)

FORT WASHINGTON, PA, United States · Form ADV filed Mar 21, 2016

Regulatory AUM
$169M
Form ADV · Item 5.F
Client accounts
353
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 21, 2016. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets

Principal office

451 SOUTH BETHLEHEM PIKE, SUITE 210
FORT WASHINGTON, PA, 19034, United States

CRD 151483

Filing source

Form ADV 996183 · Mar 21, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.