WHARTONHILL INVESTMENT ADVISORS
CRD #151483 SEC #801-70611 FORT WASHINGTON, PA 215-641-2370
SEC Registered
Total AUM
$169M
Discretionary
$169M
Employees
3
Clients
0
Accounts
353
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $169M | $169M | $0 | 3 | 400 |
| Nov 2015 | $178M | $178M | $0 | 3 | 400 |
| Jul 2015 | $178M | $178M | $0 | 3 | 400 |
| Jul 2015 | $178M | $178M | $0 | 3 | 400 |
| Mar 2015 | $178M | $178M | $0 | 3 | 400 |
| Jan 2015 | $178M | $178M | $0 | 3 | 400 |
| Mar 2014 | $178M | $178M | $0 | 3 | 400 |
| Jan 2014 | $185M | $185M | $0 | 3 | 395 |
| May 2013 | $185M | $185M | $0 | 3 | 395 |
| Mar 2013 | $185M | $185M | $0 | 3 | 395 |
| Apr 2012 | $170M | $170M | $0 | 1 | 370 |
| Mar 2012 | $170M | $170M | $0 | 1 | 370 |
| Nov 2011 | $150M | $150M | $0 | 1 | 251 |
| Mar 2011 | $150M | $150M | $0 | 5 | -- |
| Jan 2011 | $126M | $126M | $0 | 5 | -- |
| Jan 2011 | $126M | $126M | $0 | 5 | -- |
| Aug 2010 | $126M | $126M | $0 | 5 | -- |
| May 2010 | $126M | $126M | $0 | 5 | -- |
| Oct 2009 | $114.6M | $114.6M | $0 | 5 | -- |
DateMar 2016
Total AUM$169M
Discretionary$169M
Non-Disc.$0
Employees3
Clients400
DateNov 2015
Total AUM$178M
Discretionary$178M
Non-Disc.$0
Employees3
Clients400
DateJul 2015
Total AUM$178M
Discretionary$178M
Non-Disc.$0
Employees3
Clients400
DateJul 2015
Total AUM$178M
Discretionary$178M
Non-Disc.$0
Employees3
Clients400
DateMar 2015
Total AUM$178M
Discretionary$178M
Non-Disc.$0
Employees3
Clients400
DateJan 2015
Total AUM$178M
Discretionary$178M
Non-Disc.$0
Employees3
Clients400
DateMar 2014
Total AUM$178M
Discretionary$178M
Non-Disc.$0
Employees3
Clients400
DateJan 2014
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees3
Clients395
DateMay 2013
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees3
Clients395
DateMar 2013
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees3
Clients395
DateApr 2012
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees1
Clients370
DateMar 2012
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees1
Clients370
DateNov 2011
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees1
Clients251
DateMar 2011
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$114.6M
Discretionary$114.6M
Non-Disc.$0
Employees5
Clients--