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Building 2WHARTONHILL INVESTMENT ADVISORS

Map pinFORT WASHINGTON, PA
Phone215-641-2370
NotebookSEC #801-70611
Total AUM
$169M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
451 SOUTH BETHLEHEM PIKE
SUITE 210
FORT WASHINGTON
PA 19034
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
215-641-2370

ReceiptFinancials

Total AUM
$169M
Accounts
353
Discretionary
$169M
Accounts
353
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTDEFLINNCNJNMNYPATN

HandshakeAffiliates

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

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