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 account balance of $1.3M and more than $67.5M in assets under management. This firm's primary clients are individuals, charitable organizations and high net worth individuals. This firm is an SEC-registered investment advisory firm. |
Firm Information
Articles/Publications
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.
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.
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 (0)
Firm Assets Under Management
*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
- Gregory Scott Werlinich (75% or more)
*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
| Name | Title | Tenure Date |
|---|---|---|
| Gregory Scott Werlinich | President/Chief Compliance Officer/Managing Member | 03/01/1997 |
Principal Office & Place of Business
Principal Office
| Address: |
14 Birch Lane Rye Brook , NY 10573 |
|---|---|
| Phone Number: | 914-481-5888 |
Firm Compensation Arrangements
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.
