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Building 2FINANCIAL ADVISORY SERVICES, LLC

Map pinHANOVER, PA
Phone717-633-6844
NotebookSEC #801-113557
Total AUM
$256.9M
Employees
2
Clients
298

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
215 BALTIMORE STREET
HANOVER
PA 17331
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
717-633-6844
Other Offices
2

ReceiptFinancials

Total AUM
$256.9M
Accounts
698
Discretionary
$256.9M
Accounts
698
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
215
AUM
$91.2M
HNW Individual Clients
71
AUM
$152.1M
Charitable Organization Clients
6
AUM
$3.6M
Corporation or Business Clients
6
AUM
$10M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges 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 0 other businesses.

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