Wna Investment Programs Inc (Hinsdale)

Name: Wna Investment Programs Inc
Address: 120 E Ogden Ave, Hinsdale, IL, 60521
Telephone: 630-455-0600

Wna Investment Programs Inc is a large advisory firm based in Hinsdale. It manages $132.61 million of regulatory assets for 133 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois and Indiana.

Wna Investment Programs provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wna Investment Programs: assets under management

The assets under management (AUM) of Wna Investment Programs Inc is $132.61 million. The firm's AUM has grown by 110% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $117.78 million in discretionary accounts and $14.82 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $957.58 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.48 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wna Investment Programs Inc for their services and products based on a percentage of assets under management and hourly charges. 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.

Careers at Wna Investment Programs Inc

Charles Thomas Neff has been acting as President since 1 Aug 1993. Robert Alfred Westrick joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Joseph Mccabe	Vp-treasurer	1 Aug 1993	25% - 50%	2161869
Charles Thomas Neff	President	1 Aug 1993	25% - 50%	2205777
Robert Alfred Westrick	Vp-secretary	1 Aug 1993	25% - 50%	2204177
Robert Alfred Westrick	President	1 Jan 2005	50% - 75%	2204177

Based in Hinsdale

The principal office where Wna Investment Programs Inc performs its advisory services is located at 120 E Ogden Ave, Hinsdale, IL 60521, 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 630-455-0600 or by fax 630-455-0917. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.wna-inv.com.