Wrapmanager Inc
Legal Name: WRAPMANAGER INC
319 MILLER AVENUE, MILL VALLEY, CA
415-541-7774
http://www.wrapmanager.com
Frequently Asked Questions (FAQ)
Other Info
Wrapmanager Inc, a DE Corporation with a team of 7 employees, including 4 advisors, has received approval from the SEC with a registration date of May 26, 2000. Although the number of clients served by the firm is unknown, its legal status remains unchanged and in good standing.
Money Manager Research | Goals-Based Financial Planning | WrapManager
Investment Strategies & Money Management for Real People: We help professionals, retirees, and business owners, figure out what to do with their money.
Direct Owners
-
GABRIEL FRITZ BURCZYK
CEO owns 75% or more
-
VALERIE DAWN DEVOL
CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER owns less than 5%
Firms Located Nearby
- Spitfire Capital LLC
- Seaplane Partners LLC
- RCM Robinson Capital Management LLC
- VINE Street Wealth Management LLC
- Mountain Lake Investment Management LLC
- Relevant Wealth Advisors LLC
- Private Wealth Partners LLC
- Gordian Wealth Advisors LLC
- Schmitz Capital Partners LLC
- Aequim Alternative Investments LP
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Jul 31, 2019
- ISHARES TR $5,055k
- ISHARES CORE U.S. REIT ETF $3,057k
- INVESCO ACTIVELY MANAGD ETF $2,733k
- COMCAST CORP $2,704k
- ISHARES TR CORE S&P MCP ETF $2,567k
- BROADCOM INC $2,512k
- Autodesk Inc $2,302k
- ISHARES TR CORE S&P SCP ETF $2,298k
- COCA-COLA CO $1,953k
- Facebook Inc $1,906k