Whf Investment Management, LLC is an adviser based in Greenwich. It manages $1.26 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Connecticut.
Whf Investment Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Whf Investment Management, LLC is $1.26 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -97% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Whf Investment Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Whf Investment Management, LLC performs its advisory services is located at 2 Hekma Road, Greenwich, CT 06831 2817 The mailing address of the firm is P.O. Box 5060, Greenwich, CT 06831 0505. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203.661.3328. The normal business hours are 9am to 5pm on Monday - Friday.