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Financial Advisor
Pennsylvania
Yardley
THE ESTATE PLANNERS GROUP

THE ESTATE PLANNERS GROUP

Tel: 215-321-4410 37 S. Delaware Avenue Suite 1 Yardley, Pennsylvania 19067

About THE ESTATE PLANNERS GROUP

THE ESTATE PLANNERS GROUP is a Yardley, Pennsylvania based financial advisory firm with nearly $328,600,000 in assets under management and provides investment advisory services for 220 clients. There are currently 5 financial advisors at the firm.

General Information
Firm CRD#:

124418

Firm SEC#:

801-110033

Assets Under Management:

$328,600,000

No. of Clients:

220

No. of Advisors:

5

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops
Other (ADVICE ON INSURANCE PRODUCTS)

Fee Structure:

A percentage of AUM

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