Wharton Midmarket Investment Advisors Inc.

Wharton Midmarket Investment Advisors Inc. (CRD# 301186) is a financial advisory firm headquartered in Woodbridge, CT. They manage $140,675,095 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

27 Brook Road, Woodbridge, CT 06525

By the Numbers

Total Assets Under Management

141

MILLION
Total Number of Accounts

35

ACCOUNTS
Average Account Value

$4,019,288

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Wharton Midmarket Investment Advisors Inc.

Showing 1 - 2 of 2 top financial advisors.

Douglas P. Harrigan

CRD#: 1991560

1201 Boston Post Road, Milford, CT 06460

Douglas Harrigan (CRD# 1991560) is an Investment Advisor Representative working at Wharton Midmarket Investment Advisors Inc. in Milford, CT and has over 27 years of experience in the finance industry.

Paul Harrigan

CRD#: 6039178

27 Brook Road, Woodbridge, CT 06525

Paul Harrigan (CRD# 6039178) is an Investment Advisor Representative working at Wharton Midmarket Investment Advisors Inc. in Woodbridge, CT and has over 12 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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