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Building 2ATTLEBORO WEALTH MANAGEMENT LLC

Map pinYARDLEY, PA
Phone215-310-9440
NotebookSEC #801-134205
Total AUM
$129.3M
Employees
6
Clients
142

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1051 LINDENHURST ROAD
YARDLEY
PA 19067
United States
Operating Hours
9 AM-5 PM
Monday - Friday
Phone
215-310-9440

ReceiptFinancials

Total AUM
$129.3M
Accounts
628
Discretionary
$119.7M
Accounts
571
Non-Discretionary
$9.5M
Accounts
57

ContactClients

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Individual Clients
67
AUM
$21.9M
HNW Individual Clients
73
AUM
$107.4M
Corporation or Business Clients
2
AUM
$9.2K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJPATX

HandshakeAffiliates

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

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