Wharton Capital Group, Inc. (Wayne)

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.

Wharton Capital Group: assets under management

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.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wharton Capital Group, Inc.

David Louis Fitzgerald has been acting as President since 1 Feb 2002. Mark Gerard Comyns joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Louis Fitzgerald	President	1 Feb 2002	25% - 50%	1927550
Mark Gerard Comyns	Member	1 Feb 2002	25% - 50%	1057288
Daniel Patrick Quinn	Member	1 Feb 2002	25% - 50%	1785791

Based in Wayne

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.