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Building 2ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

Map pinCAMP HILL, PA
Phone(717) 602-1100
NotebookSEC #801-113160
Total AUM
$116.4M
Employees
5
Clients
242

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3425 SIMPSON FERRY RD
SUITE 204
CAMP HILL
PA 17011
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(717) 602-1100

ReceiptFinancials

Total AUM
$116.4M
Accounts
539
Discretionary
$4.3M
Accounts
1
Non-Discretionary
$112.1M
Accounts
538

ContactClients

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Individual Clients
212
AUM
$41.3M
HNW Individual Clients
25
AUM
$70M
Charitable Organization Clients
1
AUM
$571.1K
Government Entity Clients
1
AUM
$4.3M
Corporation or Business Clients
3
AUM
$250.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNHPATX

HandshakeAffiliates

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

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