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Building 2AEXPERT ADVISORY INC

Map pinLANCASTER, PA
Phone717-390-8780
NotebookSEC #801-43349
Total AUM
$21.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25 WEST KING STREET
SUITE F
LANCASTER
PA 17603
USA
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
717-390-8780

ReceiptFinancials

Total AUM
$21.1M
Accounts
597
Discretionary
$10.5M
Accounts
423
Non-Discretionary
$10.7M
Accounts
174

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio ManagementPublicationsSecurities Ratings
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
MDPA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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