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Building 221ST CENTURY WEALTH MANAGEMENT LLC

Map pinSPRING GROVE, PA
Phone717-812-9952
NotebookSEC #801-67744
Total AUM
$186.5M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5131 HICKORY VIEW DR.
SPRING GROVE
PA 17362
United States
Operating Hours
8:30 AM-5:00 PM
Monday - Friday
Phone
717-812-9952

ReceiptFinancials

Total AUM
$186.5M
Accounts
121
Discretionary
$177.5M
Accounts
104
Non-Discretionary
$9M
Accounts
17

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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

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