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CORDATUS WEALTH MANAGEMENT LLC

Tel: 215-579-5981
95 S. Main Street
Yardley, Pennsylvania  19067

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CORDATUS WEALTH MANAGEMENT LLC

CORDATUS WEALTH MANAGEMENT LLC is a Yardley, Pennsylvania based financial advisory firm with nearly $457,769,515 in assets under management and provides investment advisory services for 866 clients. There are currently 6 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, Fixed fees

Firm CRD#:

282871

SEC#:

801-107770

No. of Clients:

866

Assets under Management

$457,769,515

No. of Advisors:

6

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