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Building 2PFLUEGER WEALTH

Map pin
Phone215-499-6850
NotebookSEC #801-134735
Total AUM
$100.7M
Employees
2
Clients
34

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-4
Monday - Friday
Phone
215-499-6850

ReceiptFinancials

Total AUM
$100.7M
Accounts
81
Discretionary
$100.7M
Accounts
81
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$3.3M
HNW Individual Clients
25
AUM
$97.4M

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
PA

HandshakeAffiliates

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

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