James Wheeler & Co Advisors
RIASEC Registered
Total AUM
$8M
Discretionary
$8M
100% of AUM
Avg account
$533K
Accounts
15
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 306498
- Custodians
- TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
James Wheeler & Co Advisors is a small, corporation-structured advisory practice focused on individuals and families, with a service footprint that includes portfolio management for individuals and small businesses. The firm is owned by an individual and combines advisory work with insurance brokerage activities. It charges clients on a percentage-of-assets-under-management basis. The adviser is not identified as an active ESG investor and appears to operate primarily within a single state.
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 Equities75%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents5%
Contacts
1 of 1
James Wheeler
OwnerCRD 1953865
Wealth 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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