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Building 2QUADRANT PRIVATE WEALTH, LLC

Map pinBETHLEHEM, PA
Phone(610) 849-2740
NotebookSEC #801-78787
Total AUM
$500M
Employees
9
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 WEST BROAD STREET
11TH FLOOR
BETHLEHEM
PA 18018
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
(610) 849-2740

ReceiptFinancials

Total AUM
$500M
Accounts
1,363
Discretionary
$470M
Accounts
1,113
Non-Discretionary
$30M
Accounts
250

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMDNCNHNJNYPATX

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

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