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Building 2HJ WEALTH MANAGEMENT LLC

Map pinPLYMOUTH MEETING, PA
Phone610-272-4700
NotebookSEC #801-67834
Total AUM
$549.5M
Employees
7
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 GERMANTOWN PIKE
SUITE H-1
PLYMOUTH MEETING
PA 19462
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
610-272-4700

ReceiptFinancials

Total AUM
$549.5M
Accounts
1,249
Discretionary
$531.2M
Accounts
1,229
Non-Discretionary
$18.3M
Accounts
20

ContactClients

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FROM THIRD PARTY ADVISERS

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
DEFLNJNYPATX

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

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