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Building 2H FINANCIAL MANAGEMENT

Map pinCANONSBURG, PA
Phone724-745-9406
NotebookSEC #801-69665
Total AUM
$621.9M
Employees
6
Clients
557

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 SOUTHPOINTE BLVD.
PLAZA ONE, SUITE 420
CANONSBURG
PA 15317
United States
Operating Hours
9:00 AM TO 4:30 PM
Monday - Friday
Phone
724-745-9406

ReceiptFinancials

Total AUM
$621.9M
Accounts
1,678
Discretionary
$569.6M
Accounts
1,402
Non-Discretionary
$52.2M
Accounts
276

ContactClients

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Individual Clients
378
AUM
$121.9M
HNW Individual Clients
166
AUM
$434.2M
Pension/Profit Sharing Plan Clients
11
AUM
$62.7M
Charitable Organization Clients
2
AUM
$3.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLMDNCNHNYOHPASCTXVAWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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