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Building 2ODYSSEY GROUP WEALTH ADVISORS

Map pinLANCASTER, PA
Phone717-553-4722
NotebookSEC #801-133758
Total AUM
$420.9M
Employees
6
Clients
247

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22A EAST ROSEVILLE ROAD
LANCASTER
PA 17601
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
717-553-4722

ReceiptFinancials

Total AUM
$420.9M
Accounts
760
Discretionary
$420.9M
Accounts
760
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
145
AUM
$76.6M
HNW Individual Clients
100
AUM
$334.7M
Charitable Organization Clients
1
AUM
$1.4M
Corporation or Business Clients
1
AUM
$8.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDNYPATX

HandshakeAffiliates

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

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