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Building 2COMMON CENTS PLANNING

Map pinGLEN MILLS, PA
Phone610-361-0865
NotebookSEC #801-62686
Total AUM
$542.4M
Employees
8
Clients
466

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
239 BALTIMORE PIKE
GLEN MILLS
PA 19342-1127
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
610-361-0865
Other Offices
1

ReceiptFinancials

Total AUM
$542.4M
Accounts
1,431
Discretionary
$499.6M
Accounts
1,420
Non-Discretionary
$42.9M
Accounts
11

ContactClients

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Individual Clients
308
AUM
$134.4M
HNW Individual Clients
144
AUM
$363M
Pension/Profit Sharing Plan Clients
1
AUM
$1.2M
Charitable Organization Clients
1
AUM
$44K
Corporation or Business Clients
1
AUM
$1M
Other Clients
11
AUM
$42.9M
Description of Other Clients
RETIREMENT PLANS

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CODEFLGALANCNJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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