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Building 2WEALTH ADVISORY GROUP, INC.

Map pinBERWYN, PA
Phone610-225-1000
NotebookSEC #801-107381
Total AUM
$666.9M
Employees
7
Clients
316

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1055 WESTLAKES DRIVE
STE 130
BERWYN
PA 19312
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
610-225-1000

ReceiptFinancials

Total AUM
$666.9M
Accounts
321
Discretionary
$219.6M
Accounts
222
Non-Discretionary
$447.3M
Accounts
99

ContactClients

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Individual Clients
142
AUM
$50M
HNW Individual Clients
69
AUM
$162.7M
Pension/Profit Sharing Plan Clients
103
AUM
$449.4M
Charitable Organization Clients
1
AUM
$4.5M
Corporation or Business Clients
1
AUM
$288.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNJPATX

HandshakeAffiliates

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Affiliates
Reported 25 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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