Wentworth Management Services

Holding Companies & Conglomerates · New York, United States · 11-50 Employees

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Overview

Headquarters

200 Vesey St Fl 24, New York, New York, ...

Phone Number

(212) 388-6200

Revenue

$5.3 Million

Industry

Holding Companies & Conglomerates Finance Securities Trading Lending & Brokerage
ZI Rank: 7
Signal Type
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ZI Rank
5
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7

About Wentworth Management Services

Wentworth Management Services LLC ("Wentworth") is a holding company that acquires and manages businesses in the wealth management industry. The company specializes in consolidating independent broker-dealers to capture economies of scale needed to service financial advisors in today's technology-enabled regulatory environment. Wentworth's core philosophy focuses on building long-term, productive relationships with its advisor base. The firm also includes a dealer manager business, investment banking division and a wholesale distribution division.Explore more
Popular SearchesWentworth Management Services LLCWentworth Holdings LLCWentworth Management ServicesWentworth Capital Ventures IncWentworth ManagementSIC Code 67,671NAICS Code 55,551Show more

Wentworth Management Services Org Chart

PhoneEmail
MF
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E-VP and Chief of Staff

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wentworth Management Serv...

$5.3M
11-50
Private
-
2016
MF
Mike FurlongE-VP and Chief of Staff
$19.5M
51-200
Private
-
2007
SA
Stan AbiassiPrincipal & CEO
<$5M
11-50
Private
-
2020
Roger Leibowitz, Chief Financial Officer & Senior VP at Cabot Lodge Securities
Roger LeibowitzChief Financial Officer & Senior VP
<$5M
11-50
Private
-
2003
MY
Michael YonManaging Director
<$5M
11-50
Private
-
2003
PP
Parrish PeddrickChief Operating Officer & Head of Planning
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Holding Companies & Conglomerates companies

Low Activity

High Activity

Activity Insights

Wentworth Management Services is experiencing very low activity levels compared to other companies in the Holding Companies & Conglomerates sector.

What does this means?

Wentworth Management Services is drawing exceptional interest within the Holding Companies & Conglomerates industry, suggesting notable developments or strong market momentum, learn more about Wentworth Management Services.

Wentworth Management Services Tech Stack

A closer look at the technologies used by Wentworth Management Services

Most Recent Scoops

Mergers & Acquisitions (M&A)
Executive Move
Wentworth Management Services has announced that Aaron Kahn has been appointed as Associate General Counsel.
Executive Moves
Executive Move
Wentworth Management Services has announced that Brian Morgenstern has been appointed as General Counsel.
Executive Moves
Executive Move
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Wentworth Management Services News & Media

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Top Holding Companies & Conglomerates Companies

Frequently Asked Questions Regarding Wentworth Management Services

What is Wentworth Management Services's official website?
Wentworth Management Services's official website is www.wentworthms.com
What is Wentworth Management Services's Revenue?
Wentworth Management Services's revenue is $5.3 Million
What is Wentworth Management Services's SIC code?
Wentworth Management Services's SIC: 67,671
What is Wentworth Management Services's NAICS code?
Wentworth Management Services's NAICS: 55,551
How many employees does Wentworth Management Services have?
Wentworth Management Services has 11-50 employees
What industry does Wentworth Management Services belong to?
Wentworth Management Services is in the industry of: Holding Companies & Conglomerates, Finance, Securities Trading
What is Wentworth Management Services competition?
Wentworth Management Services top competitors include: Pickwick Capital Partners, Altsla, Granville Capital, Cabot Lodge Securities
What companies has Wentworth Management Services acquired?
Wentworth Management Services has acquired the companies: Kingswood Acquisition
What technology does Wentworth Management Services use?
Some of the popular technologies that Wentworth Management Services uses are: WordPress.org, PHP, Cloudflare CDN, Barracuda Networks
How do I contact Wentworth Management Services?
Wentworth Management Services contact info: Phone number: (212) 388-6200 Website: www.wentworthms.com
What does Wentworth Management Services do?

Wentworth Management Services LLC ("Wentworth") is a holding company that acquires and manages businesses in the wealth management industry. The company specializes in consolidating independent broker-dealers to capture economies of scale needed to service financial advisors in today's technology-enabled regulatory environment. Wentworth's core phi... losophy focuses on building long-term, productive relationships with its advisor base. The firm also includes a dealer manager business, investment banking division and a wholesale distribution division.Read More

Is Wentworth Management Services a public company?
Wentworth Management Services is private company therefore does not currently have an official ticker symbol
See more information about Wentworth Management Services

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