Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Whiting is a Certified Public Accountant in the State of Connecticut and has been a partner of Krauss Whiting CPAs LLP since 1988. James also provides investment advisory services through Krauss Whiting Capital Advisors LLC. The firm provides portfolio management services to individuals, businesses, charitable organizations and pension plans. James has been registered as an investment advisor representative since 2004.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement & reporting
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.
A percentage of the total value of assets under management is charged.
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CT
01/05/2004 - Present
Krauss Whiting Capital Advisors LLC (STAMFORD CT)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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