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Building 2MATUNE BASILE ADVISORS

Map pinHERMITAGE, PA
Phone724-977-6275
NotebookSEC #801-114359
Total AUM
$342.6M
Employees
5
Clients
264

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
295 N. KERRWOOD DR. SUITE 102
HERMITAGE
PA 16148
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
724-977-6275

ReceiptFinancials

Total AUM
$342.6M
Accounts
1,017
Discretionary
$342.6M
Accounts
1,017
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
169
AUM
$78.8M
HNW Individual Clients
76
AUM
$243.8M
Charitable Organization Clients
8
AUM
$5.2M
Corporation or Business Clients
11
AUM
$14.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCOHPASCTX

HandshakeAffiliates

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

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