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Building 2APB FINANCIAL GROUP LTD

Map pinWEXFORD, PA
Phone724-935-0100
NotebookSEC #801-56070
Total AUM
$61.5M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15001 PERRY HIGHWAY
WEXFORD
PA 15090
USA
Operating Hours
8:30AM - 5PM
Monday - Friday
Phone
724-935-0100

ReceiptFinancials

Total AUM
$61.5M
Accounts
157
Discretionary
$19.5M
Accounts
112
Non-Discretionary
$42M
Accounts
45

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OHPAWV

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

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