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Building 2MYCIO WEALTH PARTNERS, LLC

Map pinPHILADELPHIA, PA
Phone267-295-2280
NotebookSEC #801-64053
Total AUM
$15.8B
Employees
67
Clients
943

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2929 WALNUT STREET, SUITE 1200
PHILADELPHIA
PA 19104-5172
United States
Operating Hours
8:00 AM TO 7:00 PM
Monday - Friday
Phone
267-295-2280

ReceiptFinancials

Total AUM
$15.8B
Accounts
8,391
Discretionary
$693.6M
Accounts
151
Non-Discretionary
$15.1B
Accounts
8,240

ContactClients

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HNW Individual Clients
923
AUM
$15.5B
Charitable Organization Clients
11
AUM
$162.2M
Corporation or Business Clients
9
AUM
$115.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTDCDEFLGAILMAMDMSMTNCNHNJNYOHORPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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