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CONCENTUS WEALTH ADVISORS

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

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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

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

Firm CRD#:

170052

SEC#:

801-79182

No. of Clients:

2337

Assets under Management

$799,939,434

No. of Advisors:

10

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