Nora
Wentzler
Mill Creek Capital Advisors, LLC
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About this Advisor
Nora Wentzler is a financial advisor operating in Conshohocken, Pennsylvania with a total of 6 years of relevant experience. Wentzler is on the advisory team at Mill Creek Capital Advisors, LLC. During their career, the advisor has held roles at Mill Creek Capital Advisors LLC, Fs Investments and Standard & Poors. Wentzler maintains a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Pennsylvania. Mill Creek Capital Advisors, LLC is a financial advisory company operating out of Conshohocken, PA. It has offices in two locations and a total of 39 employees. It administers $8 billion in total assets among its 385 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 49 charities and foundations. Of its 385 client accounts, 76% belong to high-net-worth investors who have at least $1 million in assets available to invest. Mill Creek Capital Advisors, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on which services are provided. Fee types charged by Mill Creek Capital Advisors, LLC most likely are comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mill Creek Capital Advisors, LLC Brokerage Details
$7,876,358,125
39
385
$20,458,073
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Nora Wentzler Work History
Nora has been registered as a financial advisor for 6 years.*
Mill Creek Capital Advisors LLC
Fs Investments
Standard & Poors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nora Wentzler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mill Creek Capital Advisors, LLC
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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