1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TFG WEALTH MANAGEMENT, LLC

Map pinNEWTOWN, PA
Phone866-296-8156
NotebookSEC #801-116753
Total AUM
$143.2M
Employees
5
Clients
328

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
538 DURHAM ROAD
NEWTOWN
PA 18940
United States
Operating Hours
8:30 - 5
Monday - Friday
Phone
866-296-8156
Other Offices
1

ReceiptFinancials

Total AUM
$143.2M
Accounts
674
Discretionary
$135.7M
Accounts
612
Non-Discretionary
$7.5M
Accounts
62

ContactClients

View more in analytics →

Individual Clients
231
AUM
$61.9M
HNW Individual Clients
96
AUM
$78.6M
Charitable Organization Clients
1
AUM
$2.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Subscription Fee
Other Compensation
SOLICITOR'S FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLLANHNJPA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account