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WEATHERHELM CAPITAL MANAGEMENT LLC

Tel: 518-407-3886
5 Washington Street
Suite 1
Cambridge, New York  12816

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WEATHERHELM CAPITAL MANAGEMENT LLC

WEATHERHELM CAPITAL MANAGEMENT LLC is a Cambridge, New York based financial advisory firm with nearly $67,983,888 in assets under management and provides investment advisory services for 197 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Performance Based

Firm CRD#:

175019

SEC#:

801-81110

No. of Clients:

197

Assets under Management

$67,983,888

No. of Advisors:

2

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