Wachtel & Co, Inc.
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 3685
- Registered since
- March 7, 1963
Firm profile
FINTRXOverview
Wachtel & Co, Inc. is a corporation that has been registered with the SEC since 1963. The firm is individually owned and is classified in the available data as "Unclassified." The firm is not identified as a capital allocator, does not report being an active ESG investor, and is not flagged as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. FINTRX does not provide descriptions of the firm's advisory activities, business lines, or client segments.
Assets & Accounts
Location & Offices
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
2 of 2
Bonnie Wachtel
CEOCRD 456038
Wendie Wachtel
Chief Operating OfficerCRD 456049
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Washington, DC
District Of Columbia
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- District Of Columbia
- Address
- 1701 K St Nw
- Time zone
- ET (UTC-5)
- Office locations
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