CRD: 301186
Wharton Midmarket Investment Advisors INC
$231.1M Total AUM
$0 Disc. AUM
21.8% 3Y CAGR
2 Employees
47 ADV. Clients
7 yrs Firm Age
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-24-2019
- Office Locations
- 2
Office Locations
1201 Boston Post Road Milford CT
27 Brook Road Woodbridge CT
About Wharton Midmarket Investment Advisors INC
Wharton MidMarket Advisors is a middle-market investment banking and management consulting firm advising owners of mid-size companies on mergers, acquisitions, and divestitures. Led by former conglomerate M&A executives, the team has structured and managed 75+ transactions worldwide totaling over $5B in value, leveraging relationships with business owners and strategic buyers. Offers a confidential business valuation analysis.
Team overview
56 AVG AGE
$115.6M AVG AUM / ADVISOR
$4.9M AVG AUM / CLIENT
5.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
P
PAUL HARRIGAN II
Chief Compliance Officer, President
- CRD
- #6039178
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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D
DOUGLAS PAUL HARRIGAN JR
--
- CRD
- #1991560
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $231,148,831 | $4,918,060 |
| Total | $231,148,831 | $4,918,060 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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