DIRECTORY OF REGISTERED ADVISORS
National Coverage
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WEALTH ADVISORY GROUP, INC.
Tel: 610-225-1000
1055 Westlakes Drive Ste 130
Berwyn, Pennsylvania 19312
WEALTH ADVISORY GROUP, INC.
WEALTH ADVISORY GROUP, INC. is a Berwyn, Pennsylvania based financial advisory firm with nearly $581,158,400 in assets under management and provides investment advisory services for 673 clients. There are currently 7 financial advisors at the firm.
General Information
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
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
Firm CRD#:
122269
SEC#:
801-107381
No. of Clients:
673
Assets under Management
$581,158,400
No. of Advisors:
7
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