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Building 2WEST STATE WEALTH MANAGEMENT GROUP, LLC

Map pinSHARON, PA
Phone971-371-3450
NotebookSEC #801-136461
Total AUM
$0
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7 WEST STATE STREET
SUITE 100
SHARON
PA 16146
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
971-371-3450

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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