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MYCIO WEALTH PARTNERS, LLC

2929 Walnut Street, Suite 1200
Philadelphia, Pennsylvania 19104-5172
Tel: 267-295-2280

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About MYCIO WEALTH PARTNERS, LLC

MYCIO WEALTH PARTNERS, LLC, formally registered with the SEC as MYCIO WEALTH PARTNERS, LLC. The firm was established in 04/07/2005. They have over 1 offices throughout the country.

MYCIO WEALTH PARTNERS, LLC is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $12,007,381,046 assets under management, offering retirement planning & investment advisory services to 7342 clients. The firm is staffed with 59 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#134436
SEC#801-64053
Assets Managed by Firm$12,007,381,046
No. of Clients7342
No. of Advisors59

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total7342$12,007,381,046
High net worth individuals844$11,822,796,763
Charitable organizations11$105,563,976
Corporations or other businesses10$79,020,307

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