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Building 2ARX PRIVATE WEALTH

Map pinLANCASTER, PA
Phone717-219-8226
NotebookSEC #801-134623
Total AUM
$113.6M
Employees
6
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1891 SANTA BARBARA DRIVE
SUITE 206
LANCASTER
PA 17601
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
717-219-8226

ReceiptFinancials

Total AUM
$113.6M
Accounts
73
Discretionary
$113.6M
Accounts
73
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$5.9M
HNW Individual Clients
13
AUM
$104.2M
Charitable Organization Clients
3
AUM
$1.4M
Corporation or Business Clients
1
AUM
$2.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

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

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