Werlinich Asset Management, L.L.C.
Firm details
- Headquarters
- ,
- CRD number
- 125663
- Registered since
- March 3, 2005
- Website
- www.waminvest.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.66%
- Charitable Organizations21.53%
- Individuals0.81%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Werlinich Asset Management, L.L.C. is an independent, individual-owned registered investment adviser that works primarily with individual and family clients. The firm is SEC-registered (initial registration reported in 2005) and delivers discretionary portfolio management for both individuals/small businesses and for business or institutional clients. Its typical fee arrangements include a percentage-of-AUM component and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Gregory Werlinich
PresidentCRD 4646512
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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