Whitcomb & Hess Inc

Assets, Funds, Holdings

Home | Sign Up | Log In

Search
⚲

Portfolios
Track firms over time with portfolios. Click on the ✚ to add to a portfolio.

List of Funds

Asset Managers in Boston

PE Firms in Boston

Hedge Funds in Boston

CalPERS Portfolio

NYSCRF Portfolio

MD SRPS Portfolio

User Guide

Regulatory AUM vs AUM

Type	Result	AUM ($BB)

Whitcomb & Hess Inc ✚
CRD #	121064
SEC #	801-78798
CIK #
AUM	$180.0 MM (82% Disc, 100% US, 2020-03-12)
Employees	25 (32% Investors, 0% Brokers)
Phone	419-289-7007
Address	1020 Cleveland Avenue Ashland, OH 44805
Source	[IAPD] [Website]

Total AUM ($MM)

Comparable Firms	State	AUM ($BB)
Guidance Investment Advisors LLC ✚	IN	0.2
MTC Wealth Management LLC ✚	FL	0.2
Leonard Wealth Management Inc ✚	CA	0.2
The Bay Ridge Group Advisory Services Inc ✚	NY	0.2
Oak Financial Group Inc ✚	CT	0.2
Deighan Associates Inc ✚	ME	0.2
T I S Group Inc ✚	MN	0.2
Harpswell Capital Advisors LLC ✚	ME	0.2
RMR Wealth Builders Inc ✚	NJ	0.2
Blackridge Asset Management LLC ✚	FL	0.2

{"search": "https://aum13f.com/search", "clicked": "https://aum13f.com/clicked", "portfolio_add": "https://aum13f.com/portfolio-add", "portfolio_remove": "https://aum13f.com/portfolio-remove", "portfolio_create": "https://aum13f.com/portfolio-create", "portfolio_activate": "https://aum13f.com/portfolio-activate", "portfolio_delete": "https://aum13f.com/portfolio-delete", "portfolio_rename": "https://aum13f.com/portfolio-rename", "portfolio_color": "https://aum13f.com/portfolio-color", "home_filter": "https://aum13f.com/filter"}

{"uid": 7315760, "pid": -1, "pid_color_d": {}, "name": "", "email": "", "paywall_f": false, "paywall_n": 0}