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Building 2THE ESTATE PLANNERS GROUP

Map pinYARDLEY, PA
Phone215-321-4410
NotebookSEC #801-110033
Total AUM
$422.1M
Employees
5
Clients
342

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
37 S. DELAWARE AVENUE
SUITE 1
YARDLEY
PA 19067
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
215-321-4410
Other Offices
2

ReceiptFinancials

Total AUM
$422.1M
Accounts
342
Discretionary
$421.6M
Accounts
340
Non-Discretionary
$495K
Accounts
2

ContactClients

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Individual Clients
167
AUM
$63.3M
HNW Individual Clients
173
AUM
$358.5M
Charitable Organization Clients
2
AUM
$342K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVICE ON INSURANCE PRODUCTS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLNJPA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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