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Building 2TROUTMAN WEALTH MANAGEMENT

Map pinMALVERN, PA
Phone484-256-7466
NotebookSEC #801-121486
Total AUM
$152.5M
Employees
2
Clients
102

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 LINDENWOOD DRIVE
SUITE 225
MALVERN
PA 19335
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
484-256-7466

ReceiptFinancials

Total AUM
$152.5M
Accounts
393
Discretionary
$152.5M
Accounts
393
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
51
AUM
$15.6M
HNW Individual Clients
49
AUM
$136.5M
Charitable Organization Clients
2
AUM
$443.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTLANJPATXVA

HandshakeAffiliates

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

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