Whrs Investment Management Inc Adv (Palm Beach Gardens)
Sarah Rodriguez
Updated on March 15, 2026
Whrs Investment Management Inc Adv is a large advisory firm based in Palm Beach Gardens. It manages $91.89 million of regulatory assets for 222 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Georgia, Illinois, and 4 other states.
Whrs Investment Management Inc Adv provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
Whrs Investment Management Inc Adv: assets under management
The assets under management (AUM) of Whrs Investment Management Inc Adv is $91.89 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $91.89 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $413.91 thousand each.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Whrs Investment Management Inc Adv 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 Whrs Investment Management Inc Adv
Michael Alan Harris has been acting as President since 1 Jun 1999. Charles Richard Gibbons joined the executive team most recently as the Vice President.
Direct owners and executive officers
Based in Palm Beach Gardens
The principal office where Whrs Investment Management Inc Adv performs its advisory services is located at 4440 Pga Boulevard, Palm Beach Gardens, FL 33410, 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 561-694-6160 or by fax 561-694-2119. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.
