WACHTEL & CO., INC.

Broker-DealerFINRA MemberEst. 1963
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Washington, District of Columbia
CRD number
3685
Registered since
March 7, 1963

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • BONNIE WACHTEL

    CEOCRD 456038

  • WENDIE WACHTEL

    Chief Operating OfficerCRD 456049

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth