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RIA · CRD 306498State-Registered Investment Adviser

Updated:

James Wheeler & Co. Advisors

JAMES WHEELER & CO. ADVISORS is a state-registered investment adviser with approximately $8 million in regulatory assets under management. The firm advises...

Overview

JAMES WHEELER & CO. ADVISORS is a state-registered investment adviser with approximately $8 million in regulatory assets under management. The firm advises clients on investment strategies. It is subject to SEC oversight.

General information

Firm type

RIA

Location

Country

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City

null

Corporate office

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Frequently asked questions

Who runs investment decisions at James Wheeler & Co. Advisors?

No named principals or investment professionals are publicly associated with James Wheeler & Co. Advisors. The firm's leadership structure remains unknown from available public records.

What investment stages does James Wheeler & Co. Advisors typically target?

No investment stage preferences have been reported for this firm. There are no known direct investments, fund commitments, or co-investments attributed to James Wheeler & Co. Advisors in public databases or news sources.

Does James Wheeler & Co. Advisors maintain a website or public presence?

As of public record, the firm does not operate a publicly accessible website or LinkedIn profile. No contact information, office addresses, or team biographies are available.

What is the geographic focus of James Wheeler & Co. Advisors?

The firm's headquarters location and regional investment focus are not disclosed in any public source. No office addresses or operational geographies have been reported.

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