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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 $3,420,924,761 assets under management, offering retirement planning & investment advisory services to 355 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 | $3,420,924,761 |
| No. of Clients | 355 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 355 | $3,420,924,761 |
| Individuals (other than high net worth individuals) | 32 | $11,864,862 |
| High net worth individuals | 79 | $2,787,489,034 |
| Pension and profit sharing plans | 2 | $80,998,495 |
| Charitable organizations | 18 | $504,033,432 |
| Corporations or other businesses | 5 | $36,538,938 |
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|---|---|---|---|
| $6,649,219,111,273 | 208 | 675 | |
| $856,992,911,981 | 330 | 586 | |
| $420,303,833,453 | 80 | 101 | |
| $337,512,332,679 | 151 | 201 | |
| $299,191,714,649 | 634470 | 2124 |
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