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

Building 2PWA FINANCIAL

Map pinNEWTOWN, PA
Phone(215) 710-0737
NotebookSEC #801-119127
Total AUM
$267.9M
Employees
4
Clients
519

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
503 E WASHINGTON AVE.
SUITE 1B
NEWTOWN
PA 18940
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(215) 710-0737

ReceiptFinancials

Total AUM
$267.9M
Accounts
1,012
Discretionary
$267.9M
Accounts
1,012
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
459
AUM
$100.6M
HNW Individual Clients
60
AUM
$167.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYPATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account