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Building 2QL ANALYTICS

Map pinW. CONSHOHOCKEN, PA
Phone610-341-3900
NotebookSEC #801-71433
Total AUM
$2.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE TOWER BRIDGE
100 FRONT STREET, SUITE 1111
W. CONSHOHOCKEN
PA 19428
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
610-341-3900

ReceiptFinancials

Total AUM
$2.6M
Accounts
2
Discretionary
$2.6M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket Timing
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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