Weatherhelm Capital Management LLC
Weatherhelm Capital Management LLC (CRD# 175019) is a financial advisory firm headquartered in Cambridge, NY. They manage $67,983,888 in 197 accounts and serve the financial needs of clients across 9 states (or territories).
Current Firm Details
Weatherhelm Capital Management LLC
By the Numbers
-
Total Assets Under Management68MILLION
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Total Number of Accounts197ACCOUNTS
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Average Account Value$345,096
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, FL, NH, NY, OH, RI, VT, WA
Financial Advisors at Weatherhelm Capital Management LLC
1
Jason Kastner (CRD# 3268079) is an Investment Advisor Representative working at Weatherhelm Capital Management LLC in Cambridge, NY and has over 24 years of experience in the finance industry.
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