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Building 2GDM ADVISORY GROUP LTD

Map pinFORT WASHINGTON, PA
Phone215-886-5800
NotebookSEC #801-44977
Total AUM
$471.4M
Employees
2
Clients
250

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
501 OFFICE CENTER DRIVE
SUITE 101
FORT WASHINGTON
PA 19034
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
215-886-5800

ReceiptFinancials

Total AUM
$471.4M
Accounts
830
Discretionary
$471.4M
Accounts
830
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
110
AUM
$86.4M
HNW Individual Clients
140
AUM
$385M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANJPATX

HandshakeAffiliates

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

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