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Building 2GIBRALTAR WEALTH MANAGEMENT, LLC

Map pinABINGTON, PA
Phone215-956-5154
NotebookSEC #801-126154
Total AUM
$212.7M
Employees
5
Clients
93

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1117 OLD YORK ROAD
ABINGTON
PA 19001
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
215-956-5154

ReceiptFinancials

Total AUM
$212.7M
Accounts
241
Discretionary
$49.3M
Accounts
76
Non-Discretionary
$163.3M
Accounts
165

ContactClients

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Individual Clients
40
AUM
$23M
HNW Individual Clients
51
AUM
$183.9M
Pooled Vehicle Clients
1
AUM
$4.3M
Corporation or Business Clients
1
AUM
$1.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
WEALTH MANAGEMENT
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
PATX

HandshakeAffiliates

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

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