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Building 2SFC WEALTH ADVISORS, INC.

Map pinSTATE COLLEGE, PA
Phone814-238-8474
NotebookSEC #801-79960
Total AUM
$114.2M
Employees
16
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1423 NORTH ATHERTON STREET
STATE COLLEGE
PA 16803
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
814-238-8474

ReceiptFinancials

Total AUM
$114.2M
Accounts
460
Discretionary
$100.4M
Accounts
395
Non-Discretionary
$13.8M
Accounts
65

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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

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