Werlinich Asset Management, LLC

Werlinich Asset Management, LLC (CRD# 125663) is a financial advisory firm headquartered in , . They manage $140,000,000 in 29 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.waminvest.com
By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $4,827,586
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, NY, TX

Financial Advisors at Werlinich Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gregory Werlinich, financial advisor Stamford CT
Gregory S. Werlinich
CRD#: 4646512
Stamford, CT

Gregory Werlinich (CRD# 4646512) is an Investment Advisor Representative working at Werlinich Asset Management, LLC in Stamford, CT 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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