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Building 2CORDATUS WEALTH MANAGEMENT LLC

Map pinYARDLEY, PA
Phone215-579-5981
NotebookSEC #801-107770
Total AUM
$630.4M
Employees
6
Clients
310

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
95 S. MAIN STREET
YARDLEY
PA 19067
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
215-579-5981

ReceiptFinancials

Total AUM
$630.4M
Accounts
908
Discretionary
$563.9M
Accounts
839
Non-Discretionary
$66.5M
Accounts
69

ContactClients

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Individual Clients
105
AUM
$68.2M
HNW Individual Clients
203
AUM
$561.5M
Charitable Organization Clients
1
AUM
$114.2K
Corporation or Business Clients
1
AUM
$523.5K

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
FLMDNCNJNYPATX

HandshakeAffiliates

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

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