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Building 260 WEST ADVISORS, LLC

Map pinBETHLEHEM, PA
Phone610-954-0400
NotebookSEC #801-109998
Total AUM
$8.4M
Employees
4
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
60 W BROAD STREET
SUITE 300
BETHLEHEM
PA 18018
United States
Operating Hours
8:00 A.M. - 5:30 P.M.
Monday - Friday
Phone
610-954-0400

ReceiptFinancials

Total AUM
$8.4M
Accounts
7
Discretionary
$8.4M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
6
AUM
$8.4M
Corporation or Business Clients
1
AUM
$1

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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