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Building 2WICK CAPITAL PARTNERS, LLC

Map pinWAYNE, PA
Phone215-302-3535
NotebookSEC #801-114337
Total AUM
$929.7M
Employees
11
Clients
367

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 N. RADNOR CHESTER ROAD
SUITE A225
WAYNE
PA 19087
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
215-302-3535
Other Offices
1

ReceiptFinancials

Total AUM
$929.7M
Accounts
1,179
Discretionary
$919.2M
Accounts
1,171
Non-Discretionary
$10.5M
Accounts
8

ContactClients

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Individual Clients
126
AUM
$26.8M
HNW Individual Clients
241
AUM
$902.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODEFLNHNJPATX

HandshakeAffiliates

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

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