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Type	Result	AUM

Daniel Wertheimer
Firm
Address	39 Pralls Loop Highwood, IL 60040
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
When Insurance Agency Inc	021-572104	Director		10.2 M of 10.2 M
When Insurance Agency Inc	021-517584	Executive Officer		3.8 M of 4.6 M
When Insurance Agency Inc	021-486883	Executive Officer		0.6 M of 1.5 M
Cobraselect Inc	021-419124	Executive Officer		1.1 M of 1.1 M

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