WHN Investor Services, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 10046
- Registered since
- July 26, 1991
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI71.43%
- Individuals28.57%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Whn Investor Services, Inc. is a corporation that has been registered with the SEC since 1991. The firm focuses on providing portfolio management services primarily for individuals and small businesses, as well as offering pension consulting services. Its fee structure is based on a percentage of assets under management and fixed fees. Whn Investor Services does not engage in active ESG investing and is not classified as a multi-state adviser. The firm operates without affiliations to other advisers or capital allocators.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Cash & Cash Equivalents46%
- Exchange Traded Equities36%
- Public Funds/Mutual Funds16%
- US Government Bonds2%
Contacts
1 of 1William Niewoehner
PresidentCRD 348217
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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