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Building 2FIN PLAN CONSULTANTS INC

Map pinWAYNE, PA
Phone610-687-5050
NotebookSEC #801-16083
Total AUM
$34.7M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
531 EAST LANCASTER AVE
WAYNE
PA 19087
USA
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
610-687-5050

ReceiptFinancials

Total AUM
$34.7M
Accounts
44
Discretionary
$0
Accounts
0
Non-Discretionary
$34.7M
Accounts
44

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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

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