CONCENTUS WEALTH ADVISORS - Financial Advisor in Pennsylvania, Newtown Square

Tel: (610) 994-9190 3803 West Chester Pike Suite 225 Newtown Square, Pennsylvania 19073

About CONCENTUS WEALTH ADVISORS

CONCENTUS WEALTH ADVISORS is a Newtown Square, Pennsylvania based financial advisory firm with nearly $799,939,434 in assets under management and provides investment advisory services for 2337 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

170052

Firm SEC#:

801-79182

Assets Under Management:

$799,939,434

No. of Clients:

2337

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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