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Building 2GADSDEN

Map pinWAYNE, PA
Phone484-580-2277
NotebookSEC #801-112416
Total AUM
$161.8M
Employees
2
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
656 E SWEDESFORD RD
SUITE 301
WAYNE
PA 19087
United States
Operating Hours
9:00 - 5:30
Monday - Friday
Phone
484-580-2277

ReceiptFinancials

Total AUM
$161.8M
Accounts
1
Discretionary
$0
Accounts
0
Non-Discretionary
$161.8M
Accounts
1

ContactClients

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Investment Company Clients
1
AUM
$161.8M

Briefcase businessServices

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Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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

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