THE ARANDA GROUP ADVISORS, LLC
Jenkintown, PA
AUM
$233.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
215-576-6666
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
5 advisers found
ALVIN CLAY FINANCIAL ADVISORS, LLC
Jenkintown, PA
AUM
$186.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
267-626-2382
MODERN WEALTH CONCEPTS LLC
Jenkintown, PA
AUM
$46.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
215-782-1877
DUCHARME WEALTH ADVISORS, LLC
Jenkintown, PA
AUM
$15.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
717-609-6311
FINANCIAL SPECTRUM INC.
Jenkintown, PA
AUM
$5.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 employees
Clients
11-25
Fees
Percentage of AUM; Hourly charges
215-659-5723