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Building 2MARION WEALTH MANAGEMENT

Map pinMONROEVILLE, PA
Phone412-372-3849
NotebookSEC #801-122279
Total AUM
$543.4M
Employees
6
Clients
457

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2790 MOSSIDE BLVD
SUITE 640
MONROEVILLE
PA 15146
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
412-372-3849

ReceiptFinancials

Total AUM
$543.4M
Accounts
1,472
Discretionary
$511.3M
Accounts
1,465
Non-Discretionary
$32.1M
Accounts
7

ContactClients

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Individual Clients
292
AUM
$103.6M
HNW Individual Clients
164
AUM
$439.8M
Charitable Organization Clients
1
AUM
$53.8K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLLAMDNCNYOHPATXVA

HandshakeAffiliates

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

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