Wpcg Advisory, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
336581
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Wpcg Advisory, LLC is a limited liability company that positions itself as a capital allocator and as an advisor that selects other investment managers. The firm’s primary advisory activity is the selection of external advisers rather than operating as a single-manager portfolio manager. Its fee structure is listed as “other.” FINTRX records flag the firm as not being an active ESG investor, not operating across multiple states, not newly formed, and not serving as a pension consultant or related adviser. The firm’s SEC registration year is not recorded in the provided profile.

Assets & Accounts

Investments & Alternatives

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
  • Kelly Moore

    Kelly Moore

    DirectorCRD 6860476

  • Zoe Sylvester-Chin

    Zoe Sylvester-Chin

    AssociateCRD 7529920

  • William Green

    AssociateCRD 8149084

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
60 Charlton St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth