Wrona Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 306791
- Registered since
- January 2, 2020
- Website
- www.onerockfund.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Wrona Investment Management, LLC is an institutional registered investment adviser formed as an LLC and registered with the SEC in 2020. The firm focuses on serving institutional clients, with its core advisory activity described as portfolio management for investment companies. Ownership is held by an individual and the firm charges fees as a percentage of assets under management. Wrona is not positioned as a multi-state adviser, is not an ESG investor, and does not market itself as a pension consultant or capital allocator.
Assets & Accounts
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
Owners & executives
1 of 1
Jeffrey Wrona
President, Portfolio Manager & Chief Compliance OfficerCRD 1785020
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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