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Building 2ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

Map pinMECHANICSBURG, PA
Phone717 497 4375
NotebookSEC #801-79147
Total AUM
$24.2M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4720 GETTYSBURG ROAD
SUITE 201B
MECHANICSBURG
PA 17055
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
717 497 4375

ReceiptFinancials

Total AUM
$24.2M
Accounts
123
Discretionary
$0
Accounts
0
Non-Discretionary
$24.2M
Accounts
123

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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

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