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Building 2FFT WEALTH MANAGEMENT

Map pinPHILADELPHIA, PA
Phone610-545-6100
NotebookSEC #801-70638
Total AUM
$2.3B
Employees
38
Clients
74

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
TWO LIBERTY PLACE
FLOOR 34
PHILADELPHIA
PA 19102
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
610-545-6100
Other Offices
3

ReceiptFinancials

Total AUM
$2.3B
Accounts
130
Discretionary
$1.5B
Accounts
71
Non-Discretionary
$880.2M
Accounts
59

ContactClients

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HNW Individual Clients
73
AUM
$2.3B
Investment Company Clients
1
AUM
$12.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANCNYPA

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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