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Building 2BENEFITWORKS, INC.

Map pinLEBANON, PA
Phone717-273-8441
NotebookSEC #801-57790
Total AUM
$71.2M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
336 CUMBERLAND STREET
LEBANON
PA 17042
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
717-273-8441

ReceiptFinancials

Total AUM
$71.2M
Accounts
212
Discretionary
$5.6M
Accounts
27
Non-Discretionary
$65.5M
Accounts
185

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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

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