WEATHERHELM CAPITAL MANAGEMENT LLC - Financial Advisor in New York, Cambridge

Tel: 518-407-3886 5 Washington Street Suite 1 Cambridge, New York 12816

About WEATHERHELM CAPITAL MANAGEMENT LLC

WEATHERHELM CAPITAL MANAGEMENT LLC is a Cambridge, New York based financial advisory firm with nearly $67,983,888 in assets under management and provides investment advisory services for 197 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

175019

Firm SEC#:

801-81110

Assets Under Management:

$67,983,888

No. of Clients:

197

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Performance Based

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Top Financial Advisory Firms in New York, Cambridge

FirmCRD#:172938

SEC#:801-121059

No. of Advisors:1

No. of Clients:103

AUM:$27,855,272

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

CAMBRIDGE WEALTH MANAGEMENT, LLC

172938

801-121059

103

$27,855,272

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