Advisor at Wachtel Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wachtel Capital Advisors, LLC
Location
Towaco, NJ 07082
Credentials
Series 66
Industry experience
23 years
Harold Wachtel is the owner of Wachtel Capital Advisors, LLC and holds a Series 66 designation with 23 years of industry experience. He has worked at Aurora Private Wealth, APW Capital, Inc., and Fortune Financial Services, Inc. prior to founding his advisory firm in 2009. Wachtel Capital Advisors, LLC provides portfolio management and advisory services primarily to individual clients, including high-net-worth individuals, as well as charitable organizations and pension or profit-sharing plan clients. The firm uses fundamental analysis and modern portfolio theory to manage discretionary accounts, often employing ETFs, mutual funds, fixed income, equities, and occasionally margin and options strategies.
Based on Wachtel Capital Advisors, LLC
Based on Wachtel Capital Advisors, LLC
Up to 1.50% annually
8 Whitehall Rd, Suite 200 B
Towaco, NJ 07082
New Jersey · Pennsylvania
Aurora Private Wealth
2018 - 2021 (3 years)
APW Capital, Inc.
2018 - 2024 (6 years)
Fortune Financial Services, Inc.
2015 - 2018 (3 years)
Wachtel Capital Advisors, LLC
2009 - Present (17 years)
Wachtel Capital Management, LLC
2009 - 2019 (10 years)
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Other specialized services
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