RIA Intelligence

WHITFORD ADVISORY SERVICES, LLC

CRD #166856 SEC #801-110160 PAOLI, PA 484-329-6271
SEC Registered
Total AUM
$80K
Discretionary
$80K
Employees
3
Clients
0
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 2, 2018
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CATRAMBONE, DOMINIC, JOSEPHIMANAGING MEMBER - CCOE Control
CATRAMBONE, DOMINIC, JOSEPHIMANAGING MEMBER - CCOE Control
CATRAMBONE, DOMINIC, JOSEPHIMANAGING MEMBER - CCOE Control

Registrations

Federal

IA
Apr 2, 2018 REGISTERED

Notice Filings (2)

NJ PA

Address

43 LEOPARD ROAD, SUITE 201
PAOLI, PA 19301
United States
Phone: 484-329-6271