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Building 2OARS CAPITAL

Map pinDILLSBURG, PA
Phone717.601.0651
NotebookSEC #801-119079
Total AUM
$397.7M
Employees
3
Clients
158

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6 NORTH BALTIMORE STREET
SUITE 3
DILLSBURG
PA 17019
United States
Operating Hours
9:00AM - 5:00PM EST
Monday - Friday
Phone
717.601.0651

ReceiptFinancials

Total AUM
$397.7M
Accounts
711
Discretionary
$397.7M
Accounts
711
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
94
AUM
$77.4M
HNW Individual Clients
64
AUM
$320.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLMDNYPATXVA

HandshakeAffiliates

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

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