Whb Wolverine Asset Management Inc is an adviser based in Southport. It manages $18 million of regulatory assets for 60 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.
Whb Wolverine Asset Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. 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 Whb Wolverine Asset Management Inc is $18 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -81% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Whb Wolverine Asset Management Inc for their services and products based on a percentage of assets under management. 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.
Nancy Ann Babyak has been acting as President since 1 Jan 1992. John Michael Babyak joined the executive team most recently as the President, Ceo/Cio And Chief Compliance Officer.
The principal office where Whb Wolverine Asset Management Inc performs its advisory services is located at 200 Pequot Avenue, Southport, CT 06890, 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 203-254-7260 or by fax 203-254-7193. The normal business hours are 8:45 a.m. - 5:15 p.m. on Monday - Friday.