Weatherhelm Capital Management LLC

Weatherhelm Capital Management LLC (CRD# 175019) is a financial advisory firm headquartered in Cambridge, NY. They manage $67,983,888 in 197 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
5 Washington Street, Suite 1, Cambridge, NY 12816
https://www.linkedin.com/company/weatherhelm-capital-management-llc/
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    197
    ACCOUNTS
  • Average Account Value
    $345,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

AZ, CA, FL, NH, NY, OH, RI, VT, WA

Financial Advisors at Weatherhelm Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jason Kastner, financial advisor Cambridge NY
Jason C. Kastner
CRD#: 3268079
5 Washington Street, Suite 1, Cambridge, NY 12816

Jason Kastner (CRD# 3268079) is an Investment Advisor Representative working at Weatherhelm Capital Management LLC in Cambridge, NY and has over 24 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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