WHARTON BUSINESS GROUP, LLC

110 N. Phoenixville Pike
Suite 300
Malvern, Pennsylvania 19355
Tel: 484-328-3590

About WHARTON BUSINESS GROUP, LLC

WHARTON BUSINESS GROUP, LLC, formally registered with the SEC as WHARTON BUSINESS GROUP, LLC. The firm was established in 11/13/2009. They have over 2 offices throughout the country.

WHARTON BUSINESS GROUP, LLC is a Malvern, Pennsylvania based Financial Planning firm with nearly $3,652,379,932 assets under management, offering retirement planning & investment advisory services to 336 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	133722
SEC#	801-70752
Assets Managed by Firm	$3,652,379,932
No. of Clients	336
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	336	$3,652,379,932
Individuals (other than high net worth individuals)	26	$9,920,380
High net worth individuals	76	$2,980,931,421
Pension and profit sharing plans	Fewer than 5 clients	$84,634,812
Charitable organizations	18	$544,489,291
Corporations or other businesses	Fewer than 5 clients	$32,404,028

More Retirement Planning firms in Malvern, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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