Wharton Business Group

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Wharton Business Group — overview

Assets Under Management

Type

Wealth Manager

Location

Malvern, PA, US

Alternative Asset Classes

-

About

Wharton Business Group is a US-based wealth manager and registered investment adviser. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. The services it offers include financial planning, investment management, insurance, retirement plans, and portfolio management. The firm provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations.

Wharton Business Group - known decision makers (4)

Contact NamePositionLocationEmailTelephoneAsset Class
PartnerMalvern, USGEN
Managing Partner & Chief Investment OfficerMalvern, USGEN
Operations & Trading ManagerMalvern, USGEN
PrincipalMalvern, USGEN

Showing 4 of 4 known decision makers Wharton Business Group

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.