Whitemarsh Capital Advisors

Broker-DealerFINRA Member
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 with individual ownership. The firm is classified in the source data as "Unclassified" and is not identified as a capital allocator. The dataset flags the advisor as not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The firm did not provide detail about its business activities, advisory services, client types, or external affiliations in the materials reviewed.

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

  • Mark Manzo

    Mark Manzo

    Founder & Managing PartnerCRD 1229739

  • Richard Fu

    Richard Fu

    Managing DirectorCRD 4009679

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