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Building 2IVC WEALTH ADVISORS LLC

Map pinSILVERDALE, PA
Phone(215)-392-6631
NotebookSEC #801-114980
Total AUM
$455M
Employees
8
Clients
580

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
163 E. MAIN STREET
SILVERDALE
PA 18962
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(215)-392-6631

ReceiptFinancials

Total AUM
$455M
Accounts
1,275
Discretionary
$441.8M
Accounts
1,251
Non-Discretionary
$13.2M
Accounts
24

ContactClients

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Individual Clients
431
AUM
$154.2M
HNW Individual Clients
87
AUM
$280.4M
Pension/Profit Sharing Plan Clients
40
AUM
$1.2M
Charitable Organization Clients
11
AUM
$6M
Corporation or Business Clients
11
AUM
$13.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLANJPATX

HandshakeAffiliates

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

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