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Building 2BMC FINANCIAL ADVISORS

Map pinYORK, PA
Phone717-846-6214
NotebookSEC #801-57563
Total AUM
$456.5M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
221 WEST PHILADELPHIA STREET
SUITE 200
YORK
PA 17401-2993
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
717-846-6214

ReceiptFinancials

Total AUM
$456.5M
Accounts
515
Discretionary
$449.1M
Accounts
512
Non-Discretionary
$7.5M
Accounts
3

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 Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CTFLMDPATX

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

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