Overview
Assets Under Management: $638 million
Headquarters: WAYNE, PA
High-Net-Worth Clients: 130
Average Client Assets: $2.0 million
Frequently Asked Questions
THE WHARTON ADVISORY GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #120522), THE WHARTON ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
THE WHARTON ADVISORY GROUP, LLC is headquartered in WAYNE, PA.
THE WHARTON ADVISORY GROUP, LLC serves 130 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, THE WHARTON ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
THE WHARTON ADVISORY GROUP, LLC manages $638 million in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, THE WHARTON ADVISORY GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 130
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.75%
Average Client Assets: $2.0 million
Total Client Accounts: 1,142
Discretionary Accounts: 1,142
Regulatory Filings
CRD Number: 120522
Filing ID: 1165036
Last Filing Date: 2018-03-30 17:16:00