Groundwork Wealth Management, LLC
Groundwork Wealth Management, LLC (CRD# 170331) is a financial advisory firm headquartered in Downingtown, PA. They manage $28,439,110 in 88 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Groundwork Wealth Management, LLC
By the Numbers
-
Total Assets Under Management28MILLION
-
Total Number of Accounts88ACCOUNTS
-
Average Account Value$323,172
Compensation Options
- A percentage of assets under your management
- 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 Groundwork Wealth Management, LLC
1
James Taylor (CRD# 4757208) is an Investment Advisor Representative working at Groundwork Wealth Management, LLC in Downingtown, PA and has over 20 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.