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Building 2WILEY GROUP

Map pinWEST CONSHOHOCKEN, PA
Phone610-234-2100
NotebookSEC #801-70498
Total AUM
$315M
Employees
10
Clients
446

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
FIVE TOWER BRIDGE
300 BARR HARBOR DR., SUITE 175
WEST CONSHOHOCKEN
PA 19428
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
610-234-2100

ReceiptFinancials

Total AUM
$315M
Accounts
446
Discretionary
$315M
Accounts
446
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
340
AUM
$122.2M
HNW Individual Clients
106
AUM
$192.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMDNENJPATX

HandshakeAffiliates

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

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