Write Capital Management, LLC is an adviser based in Mount Laurel. It manages $6 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of New Jersey.
Write Capital Management provides portfolio management for individuals and small businesses and 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.
The assets under management (AUM) of Write Capital Management, LLC is $6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Write Capital Management, LLC for their services and products based on a percentage of assets under management, fixed fees, 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.
Walter V Haslett has been acting as President since 1 May 2003. Walter Varnes Haslett joined the executive team most recently as the Managing Member.
The principal office where Write Capital Management, LLC performs its advisory services is located at 900 Briggs Road, Mount Laurel, NJ 08054, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 856-727-1700 or by fax 856-727-1764. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at writecapital.com.