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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 $12,968,143,520 assets under management, offering retirement planning & investment advisory services to 7648 clients. The firm is staffed with 63 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#134436
SEC#801-64053
Assets Managed by Firm$12,968,143,520
No. of Clients7648
No. of Advisors63

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total7648$12,968,143,520
High net worth individuals872$12,761,506,297
Charitable organizations11$106,967,824
Corporations or other businesses9$99,669,399

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