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Building 2JFS WEALTH ADVISORS, LLC

Map pinHERMITAGE, PA
Phone724-962-3200
NotebookSEC #801-30507
Total AUM
$739.2M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1479 N HERMITAGE ROAD
HERMITAGE
PA 16148
USA
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
724-962-3200

ReceiptFinancials

Total AUM
$739.2M
Accounts
2,046
Discretionary
$408.1M
Accounts
1,616
Non-Discretionary
$331.1M
Accounts
430

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OHPA

HandshakeAffiliates

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

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