Whitford Holdings, Llc

Description

• Whitford Holdings, LLC is an independent, employee-owned diversified financial services company. We are located 25 miles northwest of Philadelphia, on the Main Line. Our core business lines include Whitford Capital Advisors, LLC and Whitford Advisory Services, LLC.Whitford Advisory Services, LLC fulfills the unmet needs of clients whose experience with wealth advisors has been characterized by unsatisfactory investment results, poor responsiveness and inefficiencies in service and cost. We provide sound financial advice for businesses and for individuals, by taking an integrated approach that takes into consideration what is most prudent and beneficial for our clients. Our focus is providing consistent risk-adjusted return through implementing post-Modern Portfolio Theory emphasizing capital protection with low downside deviation. We perform due diligence on traditional and alternative fund managers.Whitford Capital Advisors, LLC offers advice to entrepreneurial clients who seek to optimize their capital structure and balance sheet in an effort to facilitate or grow their business. Our client base demonstrates that our expertise has proven equally applicable to start-up companies (ranging from technology to consumer products) to established firms seeking to initiate new projects to turn-around opportunities. Additionally, we are well positioned to provide valuations on private companies when applicable.
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  Headquarters:43 Leopard Road Suite 201, Paoli, Pennsylvania, United States

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  Phone Number: +1 484-328-3067

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  Website: https://www.whitfordholdings.com

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  Employees:3

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  Revenue:$0 - 1M

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  Legal Name:Whitford Holdings, Llc

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• |  NAICS Code: 523920  |

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