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Building 2NEST EGG

Map pinCONSHOHOCKEN, PA
Phone888-345-2163
NotebookSEC #801-108790
Total AUM
$131.7M
Employees
14
Clients
2,832

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 ASH STREET
SUITE 300
CONSHOHOCKEN
PA 19428
United States
Operating Hours
MON-FRI 9-5
MONDAY - FRIDAY
Phone
888-345-2163

ReceiptFinancials

Total AUM
$131.7M
Accounts
2,832
Discretionary
$131.7M
Accounts
2,832
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,819
AUM
$130.4M
Charitable Organization Clients
6
AUM
$999.5K
Corporation or Business Clients
7
AUM
$315.9K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CODEFLIAILINKYNJNYPATXWI

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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