Wca Management Corporation is a related adviser based in New York. It manages $6.25 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012.
Wca Management Corporation provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wca Management Corporation is $6.25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -97% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Wca Management Corporation for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Patrick Joseph Welsh has been acting as President since 1 Jun 2011. James Victor Gaven joined the executive team most recently as the Senior Counsel & Chief Compliance Officer.
The principal office where Wca Management Corporation performs its advisory services is located at 320 Park Ave., New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-893-9500 or by fax 212-893-9575. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at welshcarson.com.