Weatherhelm Capital Management LLC

Weatherhelm Capital Management LLC (CRD# 175019) is a financial advisory firm headquartered in Cambridge, NY. They manage $30,926,049 in 59 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $524,170
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NH, NY, VT

Financial Advisors at Weatherhelm Capital Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kristina L. Ickes
CRD#: 5225223
5 Washington Street, Suite 1, Cambridge, NY 12816
93
Wealthminder
score

Kristina Ickes (CRD# 5225223) is an Investment Advisor Representative working at Weatherhelm Capital Management LLC in Cambridge, NY and has over 11 years of experience in the finance industry.

2
Jason C. Kastner
CRD#: 3268079
5 Washington Street, Suite 1, Cambridge, NY 12816
93
Wealthminder
score

Jason Kastner (CRD# 3268079) is an Investment Advisor Representative working at Weatherhelm Capital Management LLC in Cambridge, NY and has over 18 years of experience in the finance industry.

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