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Building 2TILLER PRIVATE WEALTH, INC.

Map pinBETHLEHEM, PA
Phone(610) 954-9940
NotebookSEC #801-53367
Total AUM
$730.3M
Employees
11
Clients
348

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1412 WALTER STREET
BETHLEHEM
PA 18015
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(610) 954-9940
Other Offices
5

ReceiptFinancials

Total AUM
$730.3M
Accounts
1,409
Discretionary
$730.3M
Accounts
1,409
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
166
AUM
$61M
HNW Individual Clients
177
AUM
$658.5M
Charitable Organization Clients
5
AUM
$10.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLGAMAMDNCNENHNJNYPASCTNTX

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

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