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Building 2ROOF ADVISORY GROUP, INC.

Map pinHARRISBURG, PA
Phone717-260-9281
NotebookSEC #801-62995
Total AUM
$476.3M
Employees
9
Clients
239

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
507 N. FRONT STREET
HARRISBURG
PA 17101-1011
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
717-260-9281

ReceiptFinancials

Total AUM
$476.3M
Accounts
239
Discretionary
$444.1M
Accounts
237
Non-Discretionary
$32.1M
Accounts
2

ContactClients

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Individual Clients
74
AUM
$52.2M
HNW Individual Clients
158
AUM
$398.8M
Pension/Profit Sharing Plan Clients
2
AUM
$5.8M
Charitable Organization Clients
4
AUM
$10.3M
Government Entity Clients
1
AUM
$9.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHPA

HandshakeAffiliates

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

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