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Building 2ECON WEALTH MANAGEMENT

Map pinHARRISBURG, PA
Phone717-545-5870
NotebookSEC #801-104471
Total AUM
$232.1M
Employees
7
Clients
338

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4755 LINGLESTOWN ROAD
SUITE 204
HARRISBURG
PA 17112
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
717-545-5870
Other Offices
1

ReceiptFinancials

Total AUM
$232.1M
Accounts
869
Discretionary
$232.1M
Accounts
869
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
290
AUM
$112.7M
HNW Individual Clients
47
AUM
$116.8M
Charitable Organization Clients
1
AUM
$2.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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