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Wharton Midmarket Investment Advisors Inc.

● SEC registered since 2019CRD 301186SEC# 801-116676Woodbridge, CT
Export (members)
Reg. AUM
$222.4M
Employees
2
Accounts
52
Location
Woodbridge, CT

Wharton Midmarket Investment Advisors Inc. assets under management

Wharton Midmarket Investment Advisors Inc. operates as an SEC-registered investment adviser based in Woodbridge, CT. The firm has been registered since 2019. It reports $222.4 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Wharton Midmarket Investment Advisors Inc. owners & executives

1 reported
NameTitleOwnershipSince
Paul Harrigan ControlShareholder, President, CcoOver 75%2019

Frequently asked questions

How much does Wharton Midmarket Investment Advisors Inc. manage?

Wharton Midmarket Investment Advisors Inc. reports $222.4 million in regulatory assets under management on its Form ADV.

How many employees does Wharton Midmarket Investment Advisors Inc. have?

Wharton Midmarket Investment Advisors Inc. reports 2 employees.

Where is Wharton Midmarket Investment Advisors Inc. located?

Wharton Midmarket Investment Advisors Inc. is based in Woodbridge, CT and has been SEC-registered since 2019.

Does Wharton Midmarket Investment Advisors Inc. disclose fund performance?

Wharton Midmarket Investment Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address27 Brook Road, Woodbridge, CT 06525
Phone2036069696
Office hours9a.m.-5p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$222.4M
Total (RAUM)$222.4M