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Building 2BEACON BRIDGE WEALTH PARTNERS, LLC

Map pinLOWER GWYNEDD, PA
Phone484-533-6600
NotebookSEC #801-126385
Total AUM
$426.6M
Employees
11
Clients
717

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1600 N BETHLEHEM PIKE
N-200
LOWER GWYNEDD
PA 19002
United States
Operating Hours
8:30 TO 5:00
Monday - Friday
Phone
484-533-6600
Other Offices
1

ReceiptFinancials

Total AUM
$426.6M
Accounts
1,113
Discretionary
$421.8M
Accounts
1,109
Non-Discretionary
$4.8M
Accounts
4

ContactClients

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Individual Clients
623
AUM
$170.5M
HNW Individual Clients
75
AUM
$245.5M
Banking Clients
13
AUM
$4.8M
Charitable Organization Clients
6
AUM
$5.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLGAMDNJNYPATXVA

HandshakeAffiliates

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

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