1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

Map pinMECHANICSBURG, PA
Phone717 497 4375
NotebookSEC #801-69549
Total AUM
$60.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4720 GETTYSBURG ROAD
SUITE 201B
MECHANICSBURG
PA 17055
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
717 497 4375

ReceiptFinancials

Total AUM
$60.4M
Accounts
85
Discretionary
$0
Accounts
0
Non-Discretionary
$60.4M
Accounts
85

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDPA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account