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Papamarkou Wellner Perkin Advisors

Headquartered in NEW YORK, NY

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Firm Information

Papamarkou Wellner Perkin Advisors is a New York-based investment advisor with a focus on portfolio management for individuals, pooled investment vehicles, and charitable organizations. The firm provides advice on asset allocation and publishes periodicals. They manage over $332 million in assets for approximately 112 clients.

Papamarkou Wellner Perkin Advisors

430 PARK AVENUE

NEW YORK, NY 10022

$332.45M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice on asset allocation

Advice on asset allocation

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

Branch Locations (1)

PAPAMARKOU WELLNER PERKIN ADVISORS has a total of 1 branch locations across the country.
location

NEW YORK, NY

Advisors at Papamarkou Wellner Perkin Advisors

View All 7 Advisors
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Kyle Maximilian Wellner

RA

NEW YORK, NY

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Thorne Lewis Perkin

RA

NEW YORK, NY

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Anastasios Adam

RA

NEW YORK, NY

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Karl Gert Wellner

RA

NEW YORK, NY

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Donik Sarkis Arabyan

RA

NEW YORK, NY

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Lorenzo Lyndon Lorenzotti

RA

NEW YORK, NY

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Joanne Nmn Zerillo

RA

NEW YORK, NY

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Nicolas Elias Sitinas

RA

NEW YORK, NY

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Disclosures

There are no public disclosures for Papamarkou Wellner Perkin Advisors.

Frequently Asked Questions (8)

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