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Building 2AC WEALTH PARTNERS

Map pinBERWYN, PA
Phone1-800-461-3205
NotebookSEC #801-128024
Total AUM
$1.1B
Employees
13
Clients
428

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 CHESTERBROOK BOULEVARD
SUITE 102
BERWYN
PA 19312
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
1-800-461-3205

ReceiptFinancials

Total AUM
$1.1B
Accounts
3,219
Discretionary
$859.2M
Accounts
2,509
Non-Discretionary
$210.2M
Accounts
710

ContactClients

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Individual Clients
271
AUM
$101.9M
HNW Individual Clients
98
AUM
$265.8M
Pension/Profit Sharing Plan Clients
57
AUM
$81.7M
Other Clients
2
AUM
$620M
Description of Other Clients
SUB-ADVISORY

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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