Werlinich Asset Management, L.L.C.
Firm details
- Headquarters
- ,
- CRD number
- 125663
- Registered since
- March 3, 2005
- Website
- www.waminvest.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.66%
- Charitable Organizations21.53%
- Individuals0.81%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Werlinich Asset Management, L.L.C. is an independent, owner-operated registered investment adviser that has been SEC-registered since 2005. The firm operates as a limited liability company and concentrates on discretionary portfolio management for individuals, families and small businesses, while also providing mandates for business or institutional clients. Compensation is primarily a percentage of assets under management, with some arrangements structured as fixed fees. Werlinich does not identify as an active ESG investor, and it does not present itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Gregory Werlinich
PresidentCRD 4646512
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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