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Building 2BENEFITWORKS, INC.

Map pinLEBANON, PA
Phone717-274-6881
NotebookSEC #801-113855
Total AUM
$9.5M
Employees
1
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 WILLOW ST.
LEBANON
PA 17046
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
717-274-6881

ReceiptFinancials

Total AUM
$9.5M
Accounts
10
Discretionary
$0
Accounts
0
Non-Discretionary
$9.5M
Accounts
10

ContactClients

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Individual Clients
1
AUM
$747.3K
HNW Individual Clients
6
AUM
$7.8M
Pension/Profit Sharing Plan Clients
1
AUM
$908.1K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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