Wahdy Capital

Wahdy Capital (CRD# 175272) is a financial advisory firm headquartered in San Francisco, CA. They manage $31,856,000 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
50 California St, 15th Floor, San Francisco, CA 94111
http://www.wahdycapital.com/
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $1,991,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Wahdy Capital
Showing 1 - 2 of 2 top financial advisors.
1
Connor Mulholland, financial advisor San Francisco CA
Connor Mulholland
CRD#: 7492152
50 California St, 15th Floor, San Francisco, CA 94111

Connor Mulholland (CRD# 7492152) is an Investment Advisor Representative working at Wahdy Capital in San Francisco, CA and has over 2 years of experience in the finance industry.

2
Wei Tao Tian, financial advisor San Francisco CA
Wei Tao Tian
CRD#: 7506546
50 California St, 15th Floor, San Francisco, CA 94111

Wei Tao Tian (CRD# 7506546) is an Investment Advisor Representative working at Wahdy Capital in San Francisco, CA and has 1 year 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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