Wharton Capital Group, Inc. is a large advisory firm based in Wayne. It manages $33.26 million of regulatory assets for 91 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Pennsylvania.
Wharton Capital Group provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. 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 Wharton Capital Group, Inc. is $33.26 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wharton Capital Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Louis Fitzgerald has been acting as President since 1 Feb 2002. Mark Gerard Comyns joined the executive team most recently as the Member.
The principal office where Wharton Capital Group, Inc. performs its advisory services is located at 148 East Lancaster Avenue, Wayne, PA 19087, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-293-9000 or by fax 610-293-9930. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.