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Building 2WHARTON BUSINESS GROUP, LLC

Map pinMALVERN, PA
Phone484-327-8262
NotebookSEC #801-70752
Total AUM
$4.6B
Employees
5
Clients
121

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 N. PHOENIXVILLE PIKE
SUITE 300
MALVERN
PA 19355
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
484-327-8262
Other Offices
1

ReceiptFinancials

Total AUM
$4.6B
Accounts
337
Discretionary
$4.1B
Accounts
308
Non-Discretionary
$424.8M
Accounts
29

ContactClients

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Individual Clients
22
AUM
$9.9M
HNW Individual Clients
78
AUM
$3.7B
Pension/Profit Sharing Plan Clients
1
AUM
$95.7M
Charitable Organization Clients
19
AUM
$638.3M
Corporation or Business Clients
1
AUM
$103.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)
State Registrations
FLNENHNJPATX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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