Wpcg Advisory, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 336581
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Wpcg Advisory, LLC is a limited liability company that positions itself as a capital allocator and as an advisor that selects other investment managers. The firm’s primary advisory activity is the selection of external advisers rather than operating as a single-manager portfolio manager. Its fee structure is listed as “other.” FINTRX records flag the firm as not being an active ESG investor, not operating across multiple states, not newly formed, and not serving as a pension consultant or related adviser. The firm’s SEC registration year is not recorded in the provided profile.
Assets & Accounts
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
Contacts
3 of 3
Kelly Moore
DirectorCRD 6860476

Zoe Sylvester-Chin
AssociateCRD 7529920
William Green
AssociateCRD 8149084
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 60 Charlton St
- Time zone
- ET (UTC-5)
- Office locations
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