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Building 2THREE CORD TRUE WEALTH MANAGEMENT, LLC

Map pinBEAVER, PA
Phone724-683-3456
NotebookSEC #801-119394
Total AUM
$317.9M
Employees
9
Clients
584

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
535 THIRD STREET
BEAVER
PA 15009
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
724-683-3456

ReceiptFinancials

Total AUM
$317.9M
Accounts
1,004
Discretionary
$312.7M
Accounts
999
Non-Discretionary
$5.1M
Accounts
5

ContactClients

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Individual Clients
323
AUM
$66.5M
HNW Individual Clients
254
AUM
$249.5M
Pension/Profit Sharing Plan Clients
3
AUM
$669.7K
Charitable Organization Clients
1
AUM
$955.8K
Corporation or Business Clients
3
AUM
$277.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLMDNCNYOHPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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