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Building 2WEDMONT PRIVATE CAPITAL

Map pinWEST CHESTER, PA
Phone(610) 885-8200
NotebookSEC #801-121179
Total AUM
$3.4B
Employees
14
Clients
498

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
26 SOUTH CHURCH STREET
SUITE 1A
WEST CHESTER
PA 19382
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(610) 885-8200
Other Offices
10

ReceiptFinancials

Total AUM
$3.4B
Accounts
2,437
Discretionary
$3.4B
Accounts
2,418
Non-Discretionary
$14.1M
Accounts
19

ContactClients

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Individual Clients
5
AUM
$929.1K
HNW Individual Clients
491
AUM
$3.4B
Charitable Organization Clients
1
AUM
$670.6K
Corporation or Business Clients
1
AUM
$16.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDEFLGAILINLAMAMDMEMIMNMONCNHNJNYOHPATNTXVAWAWI

HandshakeAffiliates

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

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