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Building 2ADVICE & PLANNING SERVICES LLC

Map pinYOUNGWOOD, PA
Phone724-635-0427
NotebookSEC #801-120211
Total AUM
$187.1M
Employees
1
Clients
319

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 NORTH 4TH STREET
SUITE 100
YOUNGWOOD
PA 15697
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
724-635-0427

ReceiptFinancials

Total AUM
$187.1M
Accounts
740
Discretionary
$171.1M
Accounts
706
Non-Discretionary
$16.1M
Accounts
34

ContactClients

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Individual Clients
275
AUM
$73.3M
HNW Individual Clients
44
AUM
$113.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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

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