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Building 2TEAM FINANCIAL MANAGERS

Map pinHARRISBURG, PA
Phone717-540-7807
NotebookSEC #801-61069
Total AUM
$174.6M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 CORPORATE CIRCLE
SUITE 106
HARRISBURG
PA 17110
United States
Operating Hours
9:00AM - 4:00PM
Monday - Friday
Phone
717-540-7807

ReceiptFinancials

Total AUM
$174.6M
Accounts
892
Discretionary
$174.6M
Accounts
892
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
FLMDPA

HandshakeAffiliates

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

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