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Building 2RPH FINANCIAL SERVICES, INC

Map pinSTROUDSBURG, PA
Phone570-992-1675
NotebookSEC #801-66778
Total AUM
$173.6M
Employees
4
Clients
100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5109 NEOLA ROAD
STROUDSBURG
PA 18360-7133
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
570-992-1675
Other Offices
3

ReceiptFinancials

Total AUM
$173.6M
Accounts
585
Discretionary
$173.6M
Accounts
585
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
39
AUM
$24.4M
HNW Individual Clients
60
AUM
$147.7M
Other Clients
1
AUM
$1.5M
Description of Other Clients
NON-PROFIT TRADE ORGANIZATION

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNHNJNYPATX

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

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