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Building 2MARKET STREET WEALTH MANAGEMENT

Map pinWEST CHESTER, PA
Phone610-692-3200
NotebookSEC #801-71984
Total AUM
$29M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
999 WEST CHESTER PIKE
SUITE 202
WEST CHESTER
PA 19382
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
610-692-3200

ReceiptFinancials

Total AUM
$29M
Accounts
283
Discretionary
$29M
Accounts
283
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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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

Shield checkCompliance

Disclosures

None reported

State Registrations
NJPA

HandshakeAffiliates

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

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