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Building 2ROLEK RETIREMENT PLANNING

Map pinBERWYN, PA
Phone(267) 427-5667
NotebookSEC #801-129490
Total AUM
$239.2M
Employees
1
Clients
262

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1055 WESTLAKES DRIVE
SUITE 300
BERWYN
PA 19312
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(267) 427-5667
Other Offices
2

ReceiptFinancials

Total AUM
$239.2M
Accounts
669
Discretionary
$239.2M
Accounts
669
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
129
AUM
$60.1M
HNW Individual Clients
133
AUM
$179.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PATX

HandshakeAffiliates

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

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