Wertz York Capital Management Group, LLC

Wertz York Capital Management Group, LLC (CRD# 115344) is a financial advisory firm headquartered in Tampa, FL. They manage $827,081,706 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    827
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $43,530,616
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • 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.

FL

Financial Advisors at Wertz York Capital Management Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brian L. McMillin
CRD#: 4926618
3434 Colwell Avenue; Suite 100, Tampa, FL 33614
93
Wealthminder
score

Brian McMillin (CRD# 4926618) is an Investment Advisor Representative working at Wertz York Capital Management Group, LLC in Tampa, FL and has over 11 years of experience in the finance industry.

2
Michael B. Wertz
CRD#: 4067130
3434 Colwell Avenue, Suite 100, Tampa, FL 33614
93
Wealthminder
score

Michael Wertz (CRD# 4067130) is an Investment Advisor Representative working at Wertz York Capital Management Group, LLC in Tampa, FL and has over 16 years of experience in the finance industry.

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