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Building 2WHITFORD ADVISORY SERVICES, LLC

Map pinPAOLI, PA
Phone484-329-6271
NotebookSEC #801-110160
Total AUM
$80K
Employees
3
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
43 LEOPARD ROAD, SUITE 201
PAOLI
PA 19301
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
484-329-6271

ReceiptFinancials

Total AUM
$80K
Accounts
1
Discretionary
$80K
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$80K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NJPA

HandshakeAffiliates

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

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