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Building 2FMA ADVISORY INC

Map pinHARRISBURG, PA
Phone717-232-8850
NotebookSEC #801-37341
Total AUM
$484.9M
Employees
5
Clients
754

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1631 NORTH FRONT STREET
HARRISBURG
PA 17102
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
717-232-8850

ReceiptFinancials

Total AUM
$484.9M
Accounts
1,141
Discretionary
$474.3M
Accounts
1,136
Non-Discretionary
$10.7M
Accounts
5

ContactClients

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Individual Clients
608
AUM
$116.5M
HNW Individual Clients
136
AUM
$321.6M
Pension/Profit Sharing Plan Clients
10
AUM
$46.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMDNCNJNYPARITXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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