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Building 2MFG PRIVATE WEALTH

Map pinCANONSBURG, PA
Phone412-3412-888
NotebookSEC #801-132243
Total AUM
$145.5M
Employees
4
Clients
795

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4600 J BARRY COURT
SUITE 410
CANONSBURG
PA 15317
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
412-3412-888

ReceiptFinancials

Total AUM
$145.5M
Accounts
795
Discretionary
$145.5M
Accounts
795
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
648
AUM
$35.9M
HNW Individual Clients
129
AUM
$87.4M
Pension/Profit Sharing Plan Clients
13
AUM
$19.4M
Charitable Organization Clients
3
AUM
$2.7M
Corporation or Business Clients
2
AUM
$59.3K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
PATX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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