1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WAYPOINT BANK

Map pinHARRISBURG, PA
Phone717-909-6276
NotebookSEC #801-57917
Total AUM
$234M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
235 NORTH SECOND STREET
P.O. BOX 1711
HARRISBURG
PA 17105-1711
USA
Operating Hours
8AM - 5PM
Monday - Friday
Phone
717-909-6276

ReceiptFinancials

Total AUM
$234M
Accounts
253
Discretionary
$123.2M
Accounts
191
Non-Discretionary
$110.8M
Accounts
62

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

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

Feature requires an account