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Building 2TOWER WEALTH PARTNERS

Map pinLEWISBURG, PA
Phone(570) 524-7200
NotebookSEC #801-119415
Total AUM
$440.4M
Employees
9
Clients
921

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 MARKET STREET
LEWISBURG
PA 17837
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(570) 524-7200
Other Offices
1

ReceiptFinancials

Total AUM
$440.4M
Accounts
1,842
Discretionary
$440.4M
Accounts
1,842
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
774
AUM
$133.3M
HNW Individual Clients
146
AUM
$306M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINMDMINHNJPATXVA

HandshakeAffiliates

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

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