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Building 2THE MUTUAL FUND STORE

Map pinHARRISBURG, PA
Phone717-540-7992
NotebookSEC #801-68526
Total AUM
$430.4K
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2308 PATTON ROAD
SUITE G
HARRISBURG
PA 17112
USA
Operating Hours
8:00AM-5:00PM EST
Monday - Friday
Phone
717-540-7992

ReceiptFinancials

Total AUM
$430.4K
Accounts
8
Discretionary
$430.4K
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

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

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