WACHTEL & CO., INC.
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 3685
- Registered since
- March 7, 1963
Firm profile
FINTRXOverview
Wachtel & Co, Inc. is a corporate advisory entity that has been SEC-registered since 1963 and is reported as individually owned. Public data supplied for this profile classifies the firm as "Unclassified" and does not identify it as a capital allocator. The dataset flags the firm as not being an active ESG investor, not a multi-state adviser, and not a pension consultant. The firm has not provided descriptive information about its advisory activities, client types, fee structure, investment approach, or affiliations. Because those fields are blank in the available records, there is limited visibility into the strategies, product mix, or client segments Wachtel & Co, Inc. serves. For a fuller picture of services and portfolio construction, consult the firm’s regulatory filings or contact them directly.
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 2BONNIE 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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