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Building 2KINTRA WEALTH, LLC

Map pinWILLIAMSPORT, PA
Phone570-601-6960
NotebookSEC #801-114485
Total AUM
$1.5B
Employees
35
Clients
2,914

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 COMMERCE PARK DRIVE
SUITE 416
WILLIAMSPORT
PA 17701
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
570-601-6960
Other Offices
3

ReceiptFinancials

Total AUM
$1.5B
Accounts
6,309
Discretionary
$1.5B
Accounts
6,309
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,610
AUM
$585.7M
HNW Individual Clients
1,304
AUM
$915.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLGAMAMINCNHNJNYOHPARITX

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

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