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 has been SEC-registered since 2003. The firm is owned by an individual and is classified in the source data as "Unclassified." Available disclosures indicate it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, and not a pension consultant or related adviser. The firm did not provide detail on its client segments, fee schedules, specific business or advisory activities, or manager allocation preferences in the source document.

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

FINTRX

Recent filings

FINTRX

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