Whitemarsh Capital Advisors

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Marlton, New Jersey
CRD number
127373
Registered since
November 17, 2003

Firm profile

FINTRX

Overview

Whitemarsh Capital Advisors is organized as a limited liability company and has been SEC-registered since 2003. The firm is individually owned and is classified in available records as "unclassified." Publicly reported attributes indicate it is not designated as a multi-state adviser and is not identified as an active ESG investor or a capital allocator. The firm has provided little or no detail about its client segments, fee schedule, or the advisory services it offers. That absence of operational detail in source records leaves the firm's client focus and service model unclear; the available data could reflect a very small or inactive advisory practice, a firm that operates through related entities, or simply limited public reporting.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Granville Ungerleider

    Granville Ungerleider

    President & Managing MemberCRD 451700

  • Mark Manzo

    Mark Manzo

    Founder & Managing PartnerCRD 1229739

  • Richard Fu

    Richard Fu

    Managing DirectorCRD 4009679

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Marlton, NJ

Burlington

Location

Marlton, NJ

Headquartered in Marlton, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Burlington
Address
10 Whitemarsh Ct
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth