Weatherhelm Capital Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

5 Washington St Ste 1, Cambridge, New Yo...

Phone Number

(518) 407-3886

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Weatherhelm Capital Management

Weatherhelm Capital Management is dedicated to helping clients achieve their financial goals while minimizing risk. As fiduciaries, they prioritize the best interests of their clients and operate independently without sales pressure. With over 10,000 investment options and more than 25 years of experience, they provide 24/7 availability and support to over 100 unique households. Their mission emphasizes the importance of preserving wealth rather than just focusing on earnings.Explore more
Weatherhelm Capital Management's Social MediaPopular SearchesWeatherhelm Capital Management LLCWeatherhelm Capital ManagementSIC Code 62,628NAICS Code 52,523Show more

Weatherhelm Capital Management Org Chart

PhoneEmail
JK
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Co-Founder & Managing Director & Chief Invest...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Weatherhelm Capital Manag...

<$5M
1-10
Private
-
2014
JK
J. KastnerCo-Founder & Managing Director & Chief Investment Officer
$7.7M
11-50
Private
-
1988
RC
Ross ClemonsChief Technology Officer
<$5M
1-10
Private
-
2003
N/A
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal & Chief Strategy Officer
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
2003
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Weatherhelm Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Weatherhelm Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Weatherhelm Capital Management.

Weatherhelm Capital Management Tech Stack

A closer look at the technologies used by Weatherhelm Capital Management

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Frequently Asked Questions Regarding Weatherhelm Capital Management

What is Weatherhelm Capital Management's official website?
Weatherhelm Capital Management's official website is www.weatherhelm.net
What is Weatherhelm Capital Management's Revenue?
Weatherhelm Capital Management's revenue is <$5 Million
What is Weatherhelm Capital Management's SIC code?
Weatherhelm Capital Management's SIC: 62,628
What is Weatherhelm Capital Management's NAICS code?
Weatherhelm Capital Management's NAICS: 52,523
How many employees does Weatherhelm Capital Management have?
Weatherhelm Capital Management has 1-10 employees
What industry does Weatherhelm Capital Management belong to?
Weatherhelm Capital Management is in the industry of: Finance, Securities Trading
What is Weatherhelm Capital Management competition?
Weatherhelm Capital Management top competitors include: Clarus Wealth Advisors, Woodmont Investment Counsel, Wealth Advisory Services, Montecito Capital Management Group
What technology does Weatherhelm Capital Management use?
Some of the popular technologies that Weatherhelm Capital Management uses are: Sectigo, The USERTRUST Network, Hostgator, Hostgator Email
How do I contact Weatherhelm Capital Management?
Weatherhelm Capital Management contact info: Phone number: (518) 407-3886 Website: www.weatherhelm.net
What does Weatherhelm Capital Management do?

Weatherhelm Capital Management is dedicated to helping clients achieve their financial goals while minimizing risk. As fiduciaries, they prioritize the best interests of their clients and operate independently without sales pressure. With over 10,000 investment options and more than 25 years of experience, they provide 24/7 availability and support... to over 100 unique households. Their mission emphasizes the importance of preserving wealth rather than just focusing on earnings.Read More

What are Weatherhelm Capital Management social media links?
Weatherhelm Capital Management Linkedin page
Is Weatherhelm Capital Management a public company?
Weatherhelm Capital Management is private company therefore does not currently have an official ticker symbol
See more information about Weatherhelm Capital Management

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