CORDATUS WEALTH MANAGEMENT LLC

95 S. Main Street
Yardley, Pennsylvania 19067
Tel: 215-579-5981

About CORDATUS WEALTH MANAGEMENT LLC

CORDATUS WEALTH MANAGEMENT LLC, formally registered with the SEC as CORDATUS WEALTH MANAGEMENT LLC. The firm was established in 04/29/2016. They have over 1 offices throughout the country.

CORDATUS WEALTH MANAGEMENT LLC is a Yardley, Pennsylvania based Financial Planning firm with nearly $457,769,515 assets under management, offering retirement planning & investment advisory services to 866 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282871
SEC#	801-107770
Assets Managed by Firm	$457,769,515
No. of Clients	866
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	866	$457,769,515
Individuals (other than high net worth individuals)	53	$18,057,014
High net worth individuals	254	$432,025,703
Pension and profit sharing plans	8	$5,945,213
Charitable organizations	2	$1,045,271
Corporations or other businesses	6	$696,314

More Retirement Planning firms in Yardley, Pennsylvania:

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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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