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Building 2OAR FINANCIAL

Map pinBRYN MAWR, PA
Phone833-662-6346
NotebookSEC #801-72726
Total AUM
$114.5M
Employees
10
Clients
41

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE TOWN PLACE
SUITE 200
BRYN MAWR
PA 19010
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
833-662-6346

ReceiptFinancials

Total AUM
$114.5M
Accounts
41
Discretionary
$114.5M
Accounts
41
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
25
AUM
$6.9M
Charitable Organization Clients
10
AUM
$102.8M
Government Entity Clients
1
AUM
$1.7M
Corporation or Business Clients
5
AUM
$3.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
OUTSOURCED CIO SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PAPR

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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