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RENAISSANCE ADVISORY GROUP
CRD 129512
36A SUMMIT GROVE AVE, BRYN MAWR, PA, 19010, United States
Phone
610-525-5580
Fax
610-525-5582
Registration
— (—)
Source
State registered
Total AUM
$70.0M
Discretionary AUM
$70.0M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $35.0M |
| High net worth individuals | 10 | $20.0M |
All web addresses on file
Official SEC filing: View on IAPD