MARKET STREET WEALTH MANAGEMENT - Financial Advisor in Pennsylvania, West Chester

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

About MARKET STREET WEALTH MANAGEMENT

MARKET STREET WEALTH MANAGEMENT is a West Chester, Pennsylvania based financial advisory firm with nearly $589,151,971 in assets under management and provides investment advisory services for 2376 clients. There are currently 16 financial advisors at the firm.

General Information

Firm CRD#:

155157

Firm SEC#:

801-81172

Assets Under Management:

$589,151,971

No. of Clients:

2376

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

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

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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801-130496

$9,803,013,288

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305815

801-121179

2017

$2,370,836,249

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4427

$2,166,191,568

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118655

801-71334

$410,559,528

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170478

801-81042

717

$346,775,812

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801-66958

$300,990,891

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801-117158

1343

$247,372,928

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801-117833

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$235,907,635

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801-129749

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GLOBAL BETA ADVISORS

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