Wharton Equity Corporation (Wayne)

Name: Wharton Equity Corporation
Address: 994 Old Eagle School Rd, Wayne, PA, 19087
Telephone: 610-293-1484

Wharton Equity Corporation is an adviser based in Wayne. It manages $5 million of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2002.

Wharton Equity Corporation provides financial planning services, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wharton Equity Corporation: assets under management

The assets under management (AUM) of Wharton Equity Corporation is $5 million. The firm's AUM has gone down by -86% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wharton Equity Corporation for their services and products based on hourly charges and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wharton Equity Corporation

Malcolm Arthur Morrison has been acting as President since 1 Mar 1981. Louis Joseph Jr Iovannone joined the executive team most recently as the Fin Op Principal, Compliance Officer, Vice Pres..

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Malcolm Arthur Morrison	President	1 Mar 1981	75% - 100%	340776
Alan Smith Runk	Vice president	1 Jun 1988	Other	407229
Christine F Morrison	Secretary	1 May 1991	Other	2169907
Andrew James Degroat	Vice-president	1 Jul 1999	Other	2103217
John Joseph Jr Tillger	Vice-president	1 Jun 2000	Other	1766765
Louis Joseph Jr Iovannone	Fin-op principal, compliance officer, vice-pres.	1 Jan 2001	Other	2974684
Malcolm Arthur Morrison	Chief compliance officer	1 Nov 2004	75% - 100%	340776

Based in Wayne

The principal office where Wharton Equity Corporation performs its advisory services is located at 994 Old Eagle School Rd, Wayne, PA 19087 The mailing address of the firm is 994 Old Eagle School Rd., Wayne, PA 19087. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-293-1484 or by fax 610-293-1488. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.whartonequitycorp.com.