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Building 2THRIVE CAPITAL MANAGEMENT, LLC

Map pinFORT WASHINGTON, PA
Phone800-516-5861
NotebookSEC #801-119936
Total AUM
$656.7M
Employees
26
Clients
786

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 W OFFICE CENTER DRIVE
SUITE 300
FORT WASHINGTON
PA 19034
United States
Operating Hours
9-5
Monday - Friday
Phone
800-516-5861
Other Offices
3

ReceiptFinancials

Total AUM
$656.7M
Accounts
2,240
Discretionary
$656.7M
Accounts
2,240
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
584
AUM
$218.3M
HNW Individual Clients
199
AUM
$435.3M
Corporation or Business Clients
3
AUM
$3.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)
State Registrations
AZDEFLMAMDNCNJPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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