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Building 2STONECROP WEALTH ADVISORS, LLC

Map pinWEST CHESTER, PA
Phone610-628-0035
NotebookSEC #801-117833
Total AUM
$299.5M
Employees
7
Clients
1,230

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 WEST MARKET STREET
SUITE 200
WEST CHESTER
PA 19382
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
610-628-0035

ReceiptFinancials

Total AUM
$299.5M
Accounts
1,230
Discretionary
$299M
Accounts
1,228
Non-Discretionary
$537.7K
Accounts
2

ContactClients

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Individual Clients
721
AUM
$49.2M
HNW Individual Clients
464
AUM
$187.8M
Investment Company Clients
1
AUM
$555.7K
Charitable Organization Clients
42
AUM
$61.5M
Corporation or Business Clients
2
AUM
$537.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLNCNJPATX

HandshakeAffiliates

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

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