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Werlinich Asset Management, L.L.C.

Werlinich Asset Management, L.L.C.
Werlinich Asset Management, L.L.C. (WAM) is an independent, fee-only registered investment advisory firm based in Rye Brook, NY. WAM works with clients throughout the tri-state area and around the country. This firm has an average client account balance of $250,000 and about $65M in assets under management. This firm's ...(see more)

Firm Information

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Articles/Publications

Blog - "It's Your Money"

Greg writes a blog in which he discusses how the political, economic and investing landscapes all directly impact your money.

Excerpt from the book "The Black Book on Personal Finance"

Greg co-authored this book a few years ago. In his chapter he details the investment strategy, which he calls "sector rotation investing", that he employs on behalf of hisclients.

Links to Greg's television, radio and print media appearances

On this page are links to videos from Greg's TV appearances on Fox News, radio broadcasts and quotes in mainstream newspapers like Barron's and Investment News.

Monthly newsletters - "News and Views"

Greg writes a free monthly newsletter called "News and Views" in which he discusses relevant economic and financial news and trends and gives his outlook for the stock market.

Social Media

Advisors (1)

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Name Start Date
Gregory Werlinich, MBA Mar 1997
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$62.6M
Total Assets
50
Accounts
$1.3M
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Gregory Werlinich, MBA President/Chief Compliance Officer/Managing Member 03/01/1997

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
14 Birch Lane
Rye Brook , NY 10573
Phone Number: 914-481-5888

Firm Compensation Arrangements

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Fee Only
Firm

This firm has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements

Compensation Arrangement Chart