Wachtel Capital Advisors, LLC

Wachtel Capital Advisors, LLC (CRD# 311280) is a financial advisory firm headquartered in Pine Brook, NJ. They manage $37,325,349 in 199 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
18 Hook Mountain Road, Suite 200, Pine Brook, NJ 07058
https://www.wachteladvisors.com
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    199
    ACCOUNTS
  • Average Account Value
    $187,565
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Wachtel Capital Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Harold Wachtel, financial advisor Pine Brook NJ
Harold F. Wachtel
CRD#: 4569632
18 Hook Mountain Road, Suite 200, Pine Brook, NJ 07058

Harold Wachtel (CRD# 4569632) is an Investment Advisor Representative working at Wachtel Capital Advisors, LLC in Pine Brook, NJ and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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