The Wharton Advisory Group LLC
- Assets, Funds, Holdings
| The Wharton Advisory Group LLC
|
| CRD # | 120522 |
| SEC # | 801-61238 |
| CIK # | |
| AUM |
|
| Employees |
12 (100% Investors, 92% Brokers)
|
| Phone | 610-293-9000 |
| Address | 148 East Lancaster Avenue
Wayne, PA 19087 |
| Source |
[IAPD]
[Website]
|
|
Total AUM ($MM)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
327
|
353.6 |
| (b) Individuals (high net worth individuals) |
130
|
253.7 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
8 |
4.9 |
| (h) Charitable organizations |
7 |
21.2 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
5 |
5.0 |
| (n) Other |
0 |
0.0 |
| Total |
1,142 |
638.3 |
| By Discretionary |
| Discretionary |
1,142 |
638.3 |
| Non-Discretionary |
0 |
0.0 |
| Total |
1,142 |
638.3 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
638.3 |
| Total |
1,142 |
638.3 |
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