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MARKET STREET WEALTH MANAGEMENT
WEST CHESTER, PA
(610) 692-3200
SEC #801-81172Total AUM
$837M
Employees
19Clients
1,054Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
999 WEST CHESTER PIKE
SUITE 202
WEST CHESTER
PA 19382
United States
SUITE 202
WEST CHESTER
PA 19382
United States
Operating Hours
9:00-5:00
Monday - Friday
Monday - Friday
Phone
(610) 692-3200
Other Offices
6
Financials
Total AUM
$837M
Accounts
2,717Discretionary
$837M
Accounts
2,717Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
850AUM
$337.1M
HNW Individual Clients
202AUM
$498.7M
Charitable Organization Clients
1AUM
$1.2M
Corporation or Business Clients
1AUM
$83.4K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PAYMENT FOR CLIENT REFERRALS
Compliance
Disclosures
None reported
State Registrations
AZCADCDEFLINMDNCNHNJNYPASCTNTXVA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.