Wic Advisors, LLC (New York)

Wic Advisors, LLC is a pension cosultant based in New York. It manages $506 thousand of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2006.

Wic Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wic Advisors: assets under management

The assets under management (AUM) of Wic Advisors, LLC is $506 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -49% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $506 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $126.5 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wic Advisors, LLC 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.

Careers at Wic Advisors, LLC

John Sabbott Orrico has been acting as President since 1 Nov 2005. Matthew Hemberger joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Matthew Hemberger	Chief compliance officer	1 Jan 2005	Other	1450525
John Sabbott Orrico	President	1 Nov 2005	75% - 100%	1189995

Based in New York

The principal office where Wic Advisors, LLC performs its advisory services is located at 41 Madison Avenue, New York, NY 10010, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.