1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2IFS GROUP

Map pinMECHANICSBURG, PA
Phone717-766-1144
NotebookSEC #801-129581
Total AUM
$240M
Employees
6
Clients
267

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1205 MANOR DRIVE
STE 200
MECHANICSBURG
PA 17055
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
717-766-1144

ReceiptFinancials

Total AUM
$240M
Accounts
344
Discretionary
$210M
Accounts
254
Non-Discretionary
$30M
Accounts
90

ContactClients

View more in analytics →

Individual Clients
195
AUM
$125M
HNW Individual Clients
72
AUM
$115M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
WRAP FEE PROGRAM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account