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Building 2VERMILLION & WHITE WEALTH MANAGEMENT GROUP

Map pinPHOENIXVILLE, PA
Phone610-977-2098
NotebookSEC #801-121066
Total AUM
$278.6M
Employees
4
Clients
357

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
521 KIMBERTON ROAD
PHOENIXVILLE
PA 19460
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
610-977-2098
Other Offices
1

ReceiptFinancials

Total AUM
$278.6M
Accounts
357
Discretionary
$208.6M
Accounts
334
Non-Discretionary
$70M
Accounts
23

ContactClients

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Individual Clients
255
AUM
$62.1M
HNW Individual Clients
79
AUM
$146.5M
Pension/Profit Sharing Plan Clients
23
AUM
$70M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNJPATX

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

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