MARKET STREET WEALTH MANAGEMENT
Total AUM
$29M
Employees
8Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
999 WEST CHESTER PIKE
SUITE 202
WEST CHESTER
PA 19382
United States
SUITE 202
WEST CHESTER
PA 19382
United States
Operating Hours
8:00-5:00
Monday - Friday
Monday - Friday
Phone
610-692-3200
Financials
Total AUM
$29M
Accounts
283Discretionary
$29M
Accounts
283Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SHARE IN THIRD PARTY INVESTMENT ADVISER FEE
Compliance
Disclosures
None reported
State Registrations
NJPA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.