Whrs Investment Management Inc Adv (Palm Beach Gardens)

Whrs Investment Management Inc Adv is a large advisory firm based in Palm Beach Gardens. It manages $91.89 million of regulatory assets for 222 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Georgia, Illinois, and 4 other states.

Whrs Investment Management Inc Adv provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Whrs Investment Management Inc Adv: assets under management

The assets under management (AUM) of Whrs Investment Management Inc Adv is $91.89 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $91.89 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $413.91 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Whrs Investment Management Inc Adv for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Whrs Investment Management Inc Adv

Michael Alan Harris has been acting as President since 1 Jun 1999. Charles Richard Gibbons joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Alan Harris	President	1 Jun 1999	75% - 100%	4368646
Charles Richard Gibbons	Vice president	1 Jun 1999	Other	4368720

Based in Palm Beach Gardens

The principal office where Whrs Investment Management Inc Adv performs its advisory services is located at 4440 Pga Boulevard, Palm Beach Gardens, FL 33410, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.