PSC MANAGER LLC
Yardley, PA
AUM
$1.14B
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
267-291-7400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
10 advisers found
VENTURA WEALTH MANAGEMENT
Yardley, PA
AUM
$713.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
866 899-0068
CORDATUS WEALTH MANAGEMENT LLC
Yardley, PA
AUM
$630.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
215-579-5981
THE ESTATE PLANNERS GROUP
Yardley, PA
AUM
$422.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
215-321-4410
PROMETHEUS CAPITAL MANAGEMENT CORP.
Yardley, PA
AUM
$397.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
215-321-9312
YARDLEY WEALTH MANAGEMENT LLC
Yardley, PA
AUM
$231.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
267-573-1019
CROSSOVER CAPITAL
Yardley, PA
AUM
$179.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +2 more
215-396-5580
AETERNITAS INVESTMENT MANAGEMENT, LLC
Yardley, PA
AUM
$172.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
2673947872
ATTLEBORO WEALTH MANAGEMENT LLC
Yardley, PA
AUM
$129.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
215-310-9440
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