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Building 2ATTLEBORO WEALTH MANAGEMENT

Map pinYARDLEY, PA
Phone215-310-9440
NotebookSEC #801-123063
Total AUM
$50.3M
Employees
7
Clients
59

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1051 LINDENHURST ROAD
YARDLEY
PA 19067
United States
Operating Hours
9 AM-5 PM
Monday - Friday
Phone
215-310-9440

ReceiptFinancials

Total AUM
$50.3M
Accounts
251
Discretionary
$50.3M
Accounts
251
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
38
AUM
$11.2M
HNW Individual Clients
21
AUM
$39.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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

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