PAPAMARKOU WELLNER & CO., INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 10963
- Registered since
- August 27, 1982
- Website
- www.papamarkou.com
Firm profile
FINTRXOverview
Papamarkou Wellner & Co, Inc. is a privately held corporation that has been SEC-registered since 1982. The firm is listed as individually owned and is categorized in the source data as "unclassified," with limited public detail about its business lines, client segments, or advisory model. The data set indicates the firm does not self-identify as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. There are no disclosed specifics about fee schedules, advisory activities, or the types of clients served. Public records available through the source show no reported assets under management or client counts, and the firm provided no narrative about its activities or external affiliations. The same source notes the firm maintains two office locations, but does not supply addresses or office roles.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3BRYON LYONS
Chief Compliance OfficerCRD 2798054
KARL WELLNER
President, CEOCRD 4640763
DMITRIY RUTITSKIY
CFO/FINOPCRD 6117665
Contacts
3 of 9JOANNE ZERILLO
PresidentCRD 2284618
LORENZO LORENZOTTI
Managing DirectorCRD 2674304
CHRISTOPHER PERKIN
Managing DirectorCRD 4587848
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 430 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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