Papamarkou Wellner Asset Management, Inc.
Papamarkou Wellner Asset Management, Inc. (CRD# 131796) is a financial advisory firm headquartered in New York, NY. They manage $216,679,558 in 130 accounts and serve the financial needs of clients across 10 states (or territories).
Total Assets Under Management217MILLION
Total Number of Accounts130ACCOUNTS
Average Account Value$1,666,766
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, CT, DC, FL, MA, MD, NJ, NY, PA, TX
Karl Wellner (CRD# 4640763) is an Investment Advisor Representative working at Papamarkou Wellner Asset Management, Inc. in New York, NY and has 1 year of experience in the finance industry.