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Building 2CORBENIC PARTNERS, LLC

Map pinBETHLEHEM, PA
Phone610-814-2474
NotebookSEC #801-72703
Total AUM
$1.1B
Employees
9
Clients
242

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1525 VALLEY CENTER PARKWAY
STE 310
BETHLEHEM
PA 18017
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
610-814-2474
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,031
Discretionary
$1.1B
Accounts
989
Non-Discretionary
$14M
Accounts
42

ContactClients

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Individual Clients
89
AUM
$32.5M
HNW Individual Clients
137
AUM
$1B
Pension/Profit Sharing Plan Clients
1
AUM
$3.6M
Corporation or Business Clients
15
AUM
$62.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMDNCNHNJNYPATXVA

HandshakeAffiliates

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

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