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Building 2YARDLEY WEALTH MANAGEMENT LLC

Map pinYARDLEY, PA
Phone267-573-1019
NotebookSEC #801-121464
Total AUM
$231.6M
Employees
8
Clients
169

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
37 S. MAIN STREET
YARDLEY
PA 19067
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
267-573-1019
Other Offices
2

ReceiptFinancials

Total AUM
$231.6M
Accounts
571
Discretionary
$231.6M
Accounts
571
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
78
AUM
$35M
HNW Individual Clients
91
AUM
$196.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYPA

HandshakeAffiliates

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

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