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Building 2GM FINANCIAL GROUP

Map pinALLENTOWN, PA
Phone610-398-7333
NotebookSEC #801-66915
Total AUM
$37.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4972 MEDICAL CENTER CIRCLE
ALLENTOWN
PA 18106
USA
Operating Hours
9:00 AM TO 4:30 PM
Monday - Friday
Phone
610-398-7333

ReceiptFinancials

Total AUM
$37.4M
Accounts
160
Discretionary
$37.4M
Accounts
160
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementSecurities Ratings
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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

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