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).

By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    353
    ACCOUNTS
  • Average Account Value
    $478,754
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
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.

CT, DE, FL, IN, NC, NJ, NM, NY, PA, TN

Financial Advisors at Whartonhill Investment Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Shawn B. Capper
CRD#: 4000153
451 South Bethlehem Pike, Suite 210, Fort Washington, PA 19034
96
Wealthminder
score

Shawn Capper (CRD# 4000153) is an Investment Advisor Representative working at Whartonhill Investment Advisors in Fort Washington, PA and has over 16 years of experience in the finance industry.

2
Frank E. Rutan
CRD#: 710984
451 South Bethlehem Pike, Suite 210, Fort Washington, PA 19034
93
Wealthminder
score

Frank Rutan (CRD# 710984) is an Investment Advisor Representative working at Whartonhill Investment Advisors in Fort Washington, PA and has over 36 years of experience in the finance industry.

3
Marilyn B. Winiecki
CRD#: 5143189
451 South Bethlehem Pike, Suite 210, Fort Washington, PA 19034
93
Wealthminder
score

Marilyn Winiecki (CRD# 5143189) is an Investment Advisor Representative working at Whartonhill Investment Advisors in Fort Washington, PA and has over 9 years of experience in the finance industry.

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