Whitemarsh Capital Advisors

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Marlton, New Jersey
CRD number
127373
Registered since
November 17, 2003

Firm profile

FINTRX

Overview

Whitemarsh Capital Advisors is organized as a limited liability company and appears on SEC records dating to 2003. Ownership is individual (owner-managed). The firm is listed as "Unclassified" in the source profile and is not identified as a capital allocator. According to the available record it does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not flagged as a pension consultant or related adviser. Publicly reported detail on the firm’s core business activities, advisory services, client segments and fee schedules is minimal; those fields in the source are blank or not disclosed.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Granville Ungerleider

    Granville Ungerleider

    President & Managing MemberCRD 451700

  • Richard Fu

    Richard Fu

    Managing DirectorCRD 4009679

  • Mark Manzo

    Mark Manzo

    Founder & Managing PartnerCRD 1229739

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Marlton, NJ

Burlington

Location

Marlton, NJ

Headquartered in Marlton, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Burlington
Address
10 Whitemarsh Ct
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth