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Building 2SFG INVESTMENT ADVISORS, INC.

Map pinDOYLESTOWN, PA
Phone215-345-5601
NotebookSEC #801-79813
Total AUM
$328.2M
Employees
6
Clients
105

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3655 ROUTE 202, SUITE 140
GEORGETOWN CROSSING OFFICES
DOYLESTOWN
PA 18902
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
215-345-5601

ReceiptFinancials

Total AUM
$328.2M
Accounts
640
Discretionary
$328.2M
Accounts
640
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
29
AUM
$11.7M
HNW Individual Clients
76
AUM
$316.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL EDUCATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJPATX

HandshakeAffiliates

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

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