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Building 2TYLER WEALTH COUNSELORS, INC.

Map pinEXTON, PA
Phone610-458-3378
NotebookSEC #801-60232
Total AUM
$20.1M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
717 CONSTITUTION DRIVE
SUITE 104
EXTON
PA 19341
USA
Operating Hours
8:30 A.M.-5: 00 P.M.
Monday - Friday
Phone
610-458-3378

ReceiptFinancials

Total AUM
$20.1M
Accounts
102
Discretionary
$0
Accounts
0
Non-Discretionary
$20.1M
Accounts
102

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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