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Building 2HYPERION PARTNERS, LLC

Map pinBERWYN, PA
Phone(484) 584-4708
NotebookSEC #801-114058
Total AUM
$354.4M
Employees
4
Clients
290

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1001 OLD CASSATT ROAD
SUITE 208
BERWYN
PA 19312
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
(484) 584-4708

ReceiptFinancials

Total AUM
$354.4M
Accounts
927
Discretionary
$343.8M
Accounts
912
Non-Discretionary
$10.6M
Accounts
15

ContactClients

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Individual Clients
161
AUM
$55.6M
HNW Individual Clients
102
AUM
$275.6M
Pension/Profit Sharing Plan Clients
7
AUM
$8.8M
Charitable Organization Clients
12
AUM
$5M
Corporation or Business Clients
8
AUM
$9.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALAMDNHNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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