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Building 2SETARCOS WEALTH ADVISORS LLC

Map pinPHILADELPHIA, PA
Phone267-504-4905
NotebookSEC #801-135815
Total AUM
$111.7M
Employees
3
Clients
54

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
325 CHESTNUT STREET
SUITE 800
PHILADELPHIA
PA 19106
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
267-504-4905
Other Offices
3

ReceiptFinancials

Total AUM
$111.7M
Accounts
229
Discretionary
$111.7M
Accounts
229
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
14
AUM
$6.5M
HNW Individual Clients
40
AUM
$105.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGAPATX

HandshakeAffiliates

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

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