Wachtel & Co, Inc.
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 3685
- Registered since
- March 7, 1963
- Website
- wachtelco.com
Firm profile
FINTRXOverview
Wachtel & Co, Inc. is registered with the SEC and has been on the books since 1963. The firm is organized as a corporation and is listed in FINTRX as owned by an individual. Available metadata classifies the firm as "unclassified" and indicates it is not identified as a capital allocator, not active on ESG investing, and not registered as a multi-state adviser. Other operational details such as client segments, fee structure, specific advisory services, and business activities were not provided in the source data.
Assets & Accounts
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
Owners & executives
2 of 2
Bonnie Wachtel
CEOCRD 456038
Wendie Wachtel
Chief Operating OfficerCRD 456049
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Washington, DC
District Of Columbia
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- District Of Columbia
- Address
- 1701 K St Nw
- Time zone
- ET (UTC-5)
- Office locations
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