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Building 2INVESTMENT ADVISORS ASSET MANAGEMENT, LLC

Map pinEASTON, PA
Phone610-258-3269
NotebookSEC #801-62575
Total AUM
$481.3M
Employees
26
Clients
2,237

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
137 NORTH SECOND STREET
EASTON
PA 18042
United States
Operating Hours
9:00AM - 4:00PM
Monday - Friday
Phone
610-258-3269
Other Offices
10

ReceiptFinancials

Total AUM
$481.3M
Accounts
2,237
Discretionary
$481.3M
Accounts
2,237
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,119
AUM
$354.1M
HNW Individual Clients
95
AUM
$110M
Pension/Profit Sharing Plan Clients
7
AUM
$5.3M
Charitable Organization Clients
2
AUM
$1.9M
Corporation or Business Clients
14
AUM
$10M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTDEFLILKSMDMONCNENHNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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