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Home > Retirement Planners > pennsylvania > malvern > WHARTON BUSINESS GROUP, LLC
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 |
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|---|---|---|---|
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