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Building 2BARE WEALTH ADVISORS

Map pinGAP, PA
Phone717-407-5200
NotebookSEC #801-128789
Total AUM
$662.3M
Employees
19
Clients
841

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
835 HOUSTON RUN DRIVE
SUITE 260
GAP
PA 17527
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
717-407-5200

ReceiptFinancials

Total AUM
$662.3M
Accounts
2,815
Discretionary
$640.8M
Accounts
2,789
Non-Discretionary
$21.5M
Accounts
26

ContactClients

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Individual Clients
573
AUM
$218.6M
HNW Individual Clients
240
AUM
$405.8M
Pension/Profit Sharing Plan Clients
14
AUM
$16.5M
Charitable Organization Clients
8
AUM
$7.2M
Corporation or Business Clients
6
AUM
$14.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMDNHNYPA

HandshakeAffiliates

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

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