PROWELL FINANCIAL MANAGEMENT, LLC
Exton, PA
AUM
$6.86B
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
484-359-4057
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA, EXTON
7 advisers found
BIRCH RUN INVESTMENTS, LLC
Exton, PA
AUM
$457.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(610) 321-3453
AUM
$302.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
484-467-7899
LEGACY ADVISORY SERVICES, LLC
Exton, PA
AUM
$156.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
610-524-6801
PRIVATE WEALTH MANAGEMENT, LLC
Exton, PA
AUM
$72.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(215) 582-9537
WHITFORD FINANCIAL PLANNING
Exton, PA
AUM
$18.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
484-881-0070
AUM
$164.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
610-594-2701
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