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Building 2PARENTEBEARD WEALTH MANAGEMENT LLC

Map pinYORK, PA
Phone717-846-6214
NotebookSEC #801-70783
Total AUM
$767.6M
Employees
26
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
SUITE 200
221 WEST PHILADELPHIA STREET
YORK
PA 17401-2993
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
717-846-6214

ReceiptFinancials

Total AUM
$767.6M
Accounts
646
Discretionary
$761M
Accounts
645
Non-Discretionary
$6.6M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CTFLMDNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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