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Building 2MULTI-FINANCIAL SERVICES COMPANY

Map pinPHOENIXVILLE, PA
Phone610-933-1122
NotebookSEC #801-58003
Total AUM
$29.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
741 PIKE SPRINGS ROAD
PHOENIXVILLE
PA 19460
USA
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
610-933-1122

ReceiptFinancials

Total AUM
$29.5M
Accounts
440
Discretionary
$0
Accounts
0
Non-Discretionary
$29.5M
Accounts
440

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

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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