QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
Center Valley, PA
AUM
$2.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
610-849-2743
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in PA, CENTER VALLEY
4 advisers found
MB, LEVIS & ASSOCIATES,LLC
Center Valley, PA
AUM
$411.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
610-419-9690
ARGYLE CAPITAL MANAGEMENT, LLC
Center Valley, PA
AUM
$355.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; CONSULTING OR ADMINISTRATIVE FEES
610-997-3777
BRIGHTSIDE WEALTH PLANNING, LLC
Center Valley, PA
AUM
$84.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
484-224-3478