2nd Story Wealth Planners
2nd Story Wealth Planners (CRD# 325409) is a financial advisory firm headquartered in Plymouth Meeting, PA. They manage $250,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
2nd Story Wealth Planners
By the Numbers
-
Total Assets Under Management0MILLION
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$62,500
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at 2nd Story Wealth Planners
No Advisor Found.
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