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Building 2KEYVANTAGE WEALTH ADVISORS

Map pinBETHLEHEM, PA
Phone484-935-3003
NotebookSEC #801-130771
Total AUM
$339.4M
Employees
5
Clients
143

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
95 HIGHLAND AVENUE
SUITE 310
BETHLEHEM
PA 18017
United States
Operating Hours
8AM TO 4PM
Monday - Friday
Phone
484-935-3003

ReceiptFinancials

Total AUM
$339.4M
Accounts
143
Discretionary
$339.4M
Accounts
143
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
81
AUM
$29.5M
HNW Individual Clients
62
AUM
$309.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYPASCTXUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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