Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > pennsylvania > gap > BARE WEALTH ADVISORS
BARE WEALTH ADVISORS
835 Houston Run Drive
Suite 260
Gap, Pennsylvania 17527
Tel: 717-407-5200
About BARE WEALTH ADVISORS
BARE WEALTH ADVISORS, formally registered with the SEC as BARE WEALTH ADVISORS. The firm was established in 09/28/2023. They have over 1 offices throughout the country.
BARE WEALTH ADVISORS is a Gap, Pennsylvania based Financial Planning firm with nearly $222,221,156 assets under management, offering retirement planning & investment advisory services to 898 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 328043 |
| SEC# | 801-128789 |
| Assets Managed by Firm | $222,221,156 |
| No. of Clients | 898 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 898 | $222,221,156 |
| Individuals (other than high net worth individuals) | 232 | $62,119,912 |
| High net worth individuals | 131 | $160,101,244 |
More Retirement Planning firms in Gap, Pennsylvania:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $333,066,527,268 | 804462 | 2107 | |
| $194,796,322,013 | 93301 | 411 |
Explore More Retirement Advisors in Gap, Pennsylvania