Wachtel & Co, Inc.

Broker-DealerFINRA MemberEst. 1963

Total AUM

—

Advisory reps

2

Avg account

$0

Firm details

Headquarters: Washington, District of Columbia
CRD number: 3685
Registered since: March 7, 1963

Firm profile

FINTRX

Overview

Wachtel & Co, Inc. is organized as a corporation and has been SEC-registered since 1963. FINTRX classifies ownership as an individual owner and lists the firm's internal classification as unclassified. The profile in the dataset indicates the firm is not designated as a capital allocator, is not an active ESG investor, does not operate as a multistate adviser, is not newly formed, and is not identified as a pension consultant or related adviser.

Assets & Accounts

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

Bonnie Wachtel
CEOCRD 456038
Wendie Wachtel
Chief Operating OfficerCRD 456049

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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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