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PRESILIUM PRIVATE WEALTH, LLC
150 North Radnor Chester Road
Ste F110
Radnor, Pennsylvania 19087
Tel: 215-982-4140
About PRESILIUM PRIVATE WEALTH, LLC
PRESILIUM PRIVATE WEALTH, LLC, formally registered with the SEC as PRESILIUM PRIVATE WEALTH, LLC. The firm was established in 03/16/2022. They have over 1 offices throughout the country.
PRESILIUM PRIVATE WEALTH, LLC is a Radnor, Pennsylvania based Financial Planning firm with nearly $554,248,200 assets under management, offering retirement planning & investment advisory services to 1402 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 318345 |
| SEC# | 801-123460 |
| Assets Managed by Firm | $554,248,200 |
| No. of Clients | 1402 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1402 | $554,248,200 |
| Individuals (other than high net worth individuals) | 153 | $33,216,578 |
| High net worth individuals | 227 | $517,749,170 |
| Charitable organizations | 1 | $2,226,553 |
| Corporations or other businesses | 6 | $1,055,899 |
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