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Building 2A BETTER WAY FINANCIAL, LLC

Map pinALLENTOWN, PA
Phone610-440-1700
NotebookSEC #801-136115
Total AUM
$109M
Employees
10
Clients
354

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6357 AIRPORT ROAD
ALLENTOWN
PA 18109
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
610-440-1700

ReceiptFinancials

Total AUM
$109M
Accounts
980
Discretionary
$105.3M
Accounts
954
Non-Discretionary
$3.7M
Accounts
26

ContactClients

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Individual Clients
339
AUM
$90.7M
HNW Individual Clients
15
AUM
$18.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
NJPA

HandshakeAffiliates

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

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