Overview
Assets Under Management: $170 million
Headquarters: YOUNGWOOD, PA
High-Net-Worth Clients: 101
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.51
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 632
Discretionary Accounts: 599
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 283626
Last Filing Date: 2025-02-03 00:00:00
Website: https://adviceandplanning.com