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Building 2TGS FINANCIAL ADVISORS

Map pinRADNOR, PA
Phone610-892-9900
NotebookSEC #801-38963
Total AUM
$426M
Employees
13
Clients
259

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 W. MATSONFORD ROAD
BUILDING 3, SUITE 304
RADNOR
PA 19087
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
610-892-9900

ReceiptFinancials

Total AUM
$426M
Accounts
1,222
Discretionary
$421.3M
Accounts
1,188
Non-Discretionary
$4.7M
Accounts
34

ContactClients

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Individual Clients
159
AUM
$58.4M
HNW Individual Clients
100
AUM
$367.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLGALAMDNCNHNJNYPATX

HandshakeAffiliates

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

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