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Building 2RETIREMENT PLANNING SPECIALISTS

Map pinWILLOW GROVE, PA
Phone215-657-8600
NotebookSEC #801-77839
Total AUM
$197.3M
Employees
7
Clients
624

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 EASTON ROAD
WILLOW GROVE
PA 19090
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
215-657-8600

ReceiptFinancials

Total AUM
$197.3M
Accounts
1,044
Discretionary
$197.3M
Accounts
1,044
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
576
AUM
$117.1M
HNW Individual Clients
48
AUM
$80.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNJPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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