WHN Investor Services, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 10046
- Registered since
- July 26, 1991
- 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, privately owned registered investment adviser that has been registered with the SEC since 1991. The firm operates as a corporation under individual ownership and bills clients through a combination of asset-based fees and fixed fees. Its stated advisory activity centers on portfolio management for individuals and small businesses, and the firm also lists pension consulting services among its offerings. WHN does not identify itself as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Contacts
1 of 1William Niewoehner
PresidentCRD 348217
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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