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WHARTON MIDMARKET INVESTMENT ADVISORS INC

Tel: 2036069696
27 Brook Road
Woodbridge, Connecticut  06525

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WHARTON MIDMARKET INVESTMENT ADVISORS INC

WHARTON MIDMARKET INVESTMENT ADVISORS INC is a Woodbridge, Connecticut based financial advisory firm with nearly $222,360,550 in assets under management and provides investment advisory services for 52 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

301186

SEC#:

801-116676

No. of Clients:

52

Assets under Management

$222,360,550

No. of Advisors:

2

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