Whartonhill Investment Advisors
Whartonhill Investment Advisors (CRD# 151483) is a financial advisory firm headquartered in Fort Washington, PA. They manage $169,000,000 in 353 accounts and serve the financial needs of clients across 10 states (or territories).
Total Assets Under Management169MILLION
Total Number of Accounts353ACCOUNTS
Average Account Value$478,754
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CT, DE, FL, IN, NC, NJ, NM, NY, PA, TN
Shawn Capper (CRD# 4000153) is an Investment Advisor Representative working at Whartonhill Investment Advisors in Fort Washington, PA and has over 18 years of experience in the finance industry.