WhartonHill Investment Advisors Overview

  • Service
  • Financing Advisory

  • Year Founded
  • 2008

Year Founded

  • Employees
  • 5

Employees

WhartonHill Investment Advisors General Information

Description

Since 2008, WhartonHill Investment Advisors has been committed to providing independent and unique financial advice to selected individuals, families and institutions. The firm provides comprehensive investment management of portfolios for wealthy individuals and families, foundations, endowments, trusts and small businesses. The firm consults its clients on 3 primary areas such as estate planning, tax planning and insurance.

Contact Information

Year Founded
2008
Service Provider Type
Financing Advisory
Corporate Office
  • 451 South Bethlehem Pike
  • Suite 210
  • Fort Washington, PA 19034
  • United States
+1 (215) 000-0000

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WhartonHill Investment Advisors Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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WhartonHill Investment Advisors Team (6)

Name Title Deals Office Contact
Info
Frank Rutan IV Founder & Managing Partner Fort Washington, PA
Clark Stossel Managing Partner Fort Washington, PA
Marilyn Winiecki Chief Administrative Officer, Director of Client Service & Partner Fort Washington, PA
Tim Hussar Director of Investement & Partner Fort Washington, PA
Shawn Capper Principal Fort Washington, PA
You’re viewing 5 of 6 team members. Get the full list »

WhartonHill Investment Advisors FAQs

  • When was WhartonHill Investment Advisors founded?

    WhartonHill Investment Advisors was founded in 2008.

  • Who is the founder of WhartonHill Investment Advisors?

    Frank Rutan IV is the founder of WhartonHill Investment Advisors.

  • Where is WhartonHill Investment Advisors headquartered?

    WhartonHill Investment Advisors is headquartered in Fort Washington, PA.

  • What is the size of WhartonHill Investment Advisors?

    WhartonHill Investment Advisors total number of employees/professionals is 5.

  • What service provider type is WhartonHill Investment Advisors?

    WhartonHill Investment Advisors's service provider type is Financing Advisory.

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