President/chief Compliance Officer/managing Member · Werlinich Asset Management, L.L.C.
Gregory S. Werlinich
CRD 4646512 · Named on Form ADV at one SEC-registered adviser
At a glance
Werlinich Asset Management, L.L.C., an SEC-registered wealth manager with $209 million in regulatory assets, lists Gregory S. Werlinich on its Form ADV as President/chief Compliance Officer/managing Member, a control person.
Firms and roles
- Werlinich Asset Management, L.L.C.President/chief Compliance Officer/managing MemberWealth manager · United States · $209M in regulatory assets
AtlasMembers
Gregory’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.