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WHARTON BUSINESS GROUP, LLC

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

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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 StatusApproved
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 ClientsAUM
Firm Total355$3,420,924,761
Individuals (other than high net worth individuals)32$11,864,862
High net worth individuals79$2,787,489,034
Pension and profit sharing plans2$80,998,495
Charitable organizations18$504,033,432
Corporations or other businesses5$36,538,938
Inquire with WHARTON BUSINESS GROUP, LLC

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