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Building 2THE REGENCY FOUNDATION

Map pinLANGHORNE, PA
Phone215-702-4849
NotebookSEC #801-61196
Total AUM
$29M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 MANOR AVENUE
LANGHORNE
PA 19047-9989
United States
Operating Hours
8:00 - 4:30
Monday - Friday
Phone
215-702-4849

ReceiptFinancials

Total AUM
$29M
Accounts
248
Discretionary
$28.9M
Accounts
245
Non-Discretionary
$67K
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
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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