WHN Investor Services, Inc.
RIAState Registered
Total AUM
$400K
Discretionary
$400K
100% of AUM
Avg account
$400K
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 10046
- Registered since
- October 20, 2020
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
WHN Investor Services, Inc. is an independent, Wisconsin-registered investment adviser organized as a corporation and owned by an individual. The firm’s stated advisory activities on its filing include portfolio management for individuals and small businesses and pension consulting services. Its fee arrangements combine asset-based fees and fixed fees. The filing indicates the firm does not identify as an active ESG investor and is not presented as a multi-state adviser or a capital allocator.
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 Equities50%
- Public Funds/Mutual Funds50%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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