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Building 2BONDS & PAULUS ASSOCIATES, INC.

Map pinEXTON, PA
Phone800-553-3610
NotebookSEC #801-56641
Total AUM
$54.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
707 EAGLEVIEW BLVD, SUITE 104
EXTON
PA 19341
USA
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
800-553-3610

ReceiptFinancials

Total AUM
$54.7M
Accounts
146
Discretionary
$54.4M
Accounts
134
Non-Discretionary
$364.8K
Accounts
12

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

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

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