MARKET STREET WEALTH MANAGEMENT

999 West Chester Pike
Suite 202
West Chester, Pennsylvania 19382
Tel: (610) 692-3200

About MARKET STREET WEALTH MANAGEMENT

MARKET STREET WEALTH MANAGEMENT, formally registered with the SEC as MARKET STREET WEALTH MANAGEMENT. The firm was established in 03/27/2015. They have over 5 offices throughout the country.

MARKET STREET WEALTH MANAGEMENT is a West Chester, Pennsylvania based Financial Planning firm with nearly $589,151,971 assets under management, offering retirement planning & investment advisory services to 2376 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155157
SEC#	801-81172
Assets Managed by Firm	$589,151,971
No. of Clients	2376
No. of Advisors	16

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PAYMENT FOR CLIENT REFERRALS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2376	$589,151,971
Individuals (other than high net worth individuals)	805	$266,932,817
High net worth individuals	149	$322,219,154

More Retirement Planning firms in West Chester, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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