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Building 2WEALTH MANAGEMENT ASSOCIATES, INC.

Map pinCHERRY HILL, NJ
Phone856-424-2350
NotebookSEC #801-79993
Total AUM
$717.4M
Employees
20
Clients
930

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1909 ROUTE 70 EAST
SUITE 100
CHERRY HILL
NJ 08003
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
856-424-2350
Other Offices
3

ReceiptFinancials

Total AUM
$717.4M
Accounts
1,791
Discretionary
$707.6M
Accounts
1,783
Non-Discretionary
$9.7M
Accounts
8

ContactClients

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Individual Clients
691
AUM
$217M
HNW Individual Clients
216
AUM
$440M
Pension/Profit Sharing Plan Clients
8
AUM
$45.1M
Charitable Organization Clients
5
AUM
$4.8M
Corporation or Business Clients
10
AUM
$10.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCADEFLMDNCNJNYOHPASCTXVA

HandshakeAffiliates

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

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