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Building 2WEALTHFD

Map pinCONSHOHOCKEN, PA
Phone215-671-6660
NotebookSEC #801-121549
Total AUM
$87.8M
Employees
16
Clients
450

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 E NORTH LANE
SUITE 6075
CONSHOHOCKEN
PA 19428
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
215-671-6660

ReceiptFinancials

Total AUM
$87.8M
Accounts
450
Discretionary
$77.6M
Accounts
406
Non-Discretionary
$10.2M
Accounts
44

ContactClients

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Individual Clients
393
AUM
$48.9M
HNW Individual Clients
13
AUM
$28.7M
Pension/Profit Sharing Plan Clients
44
AUM
$10.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGALAMAMDNCNENJNYOHPASCTNTXVA

HandshakeAffiliates

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

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