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Building 2FINANCIAL COACH

Map pinWEST CHESTER, PA
Phone484-887-0452
NotebookSEC #801-81042
Total AUM
$397.3M
Employees
7
Clients
253

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
940 E. BOOT RD.
SUITE 101
WEST CHESTER
PA 19380
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
484-887-0452

ReceiptFinancials

Total AUM
$397.3M
Accounts
774
Discretionary
$397.2M
Accounts
773
Non-Discretionary
$108.7K
Accounts
1

ContactClients

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Individual Clients
172
AUM
$112.5M
HNW Individual Clients
81
AUM
$284.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMDNHNJPATX

HandshakeAffiliates

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

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