Investment adviser · CRD 168086

WHITE, WELD & CO. WEALTH MANAGEMENT

Investment adviser filing (IA)

WHITE, WELD & CO. SECURITIES WEALTH MANAGEMENT, LLC

CHICAGO, IL, United States · Form ADV filed Nov 14, 2013

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
8
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: Nov 14, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

233 SOUTH WACKER DRIVE, SUITE 9200
CHICAGO, IL, 60606, United States

CRD 168086

Filing source

Form ADV 766124 · Nov 14, 2013 · 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.