Wr Platform Advisors LP is a large advisory firm based in Stamford. It manages $247.2 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Connecticut.
Wr Platform Advisors provides market timing services. 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 Wr Platform Advisors LP is $247.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wr Platform Advisors LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Walter Francis Raquet has been acting as President since 1 Jun 2004. Duff & Phelps Corporation joined the executive team most recently as the Owner.
The principal office where Wr Platform Advisors LP performs its advisory services is located at 48 Signal Road, Stamford, CT 06902, 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 203-504-5080 or by fax 203-504-5081. The normal business hours are 9am-6pm on Monday - Friday. You can find more information about the New York firm at www.wrgroupholdings.com.