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Building 2THE MUTUAL FUND STORE

Map pinEAST NORRITON, PA
Phone610-239-8323
NotebookSEC #801-68440
Total AUM
$145.7M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
38 EAST GERMANTOWN PIKE
EAST NORRITON
PA 19401
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
610-239-8323

ReceiptFinancials

Total AUM
$145.7M
Accounts
1,270
Discretionary
$145.7M
Accounts
1,270
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMDNHNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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