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Stephen Philip Erfle

THRIVE WEALTH MANAGEMENT, LLC·AUDUBON, Pennsylvania
Unclaimed Profile
1000 MADISON AVENUE, AUDUBON, PA 19403CRD# 4845587Firm CRD# 168777
01

About

Stephen Philip Erfle is a registered financial advisor based in AUDUBON, Pennsylvania, affiliated with THRIVE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THRIVE WEALTH MANAGEMENT, LLC
THRIVE WEALTH MANAGEMENT, LLC
AUM
$1.1B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at THRIVE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 4845587
Firm CRD# 168777
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Philip Erfle offer?
Stephen Philip Erfle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUDUBON, Pennsylvania for a consultation.
What are Stephen Philip Erfle's credentials?
Stephen Philip Erfle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Philip Erfle located?
Stephen Philip Erfle is based in AUDUBON, Pennsylvania, working with THRIVE WEALTH MANAGEMENT, LLC. Their office serves clients in the AUDUBON metropolitan area and surrounding communities.
How does Stephen Philip Erfle charge for services?
Stephen Philip Erfle's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THRIVE WEALTH MANAGEMENT, LLC?
THRIVE WEALTH MANAGEMENT, LLC has approximately 13 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in AUDUBON
Michael Joseph Maher — VALLEY FORGE INVESTMENT CONSULTANTS, INC.Michael Anthony Ptaszenski — THRIVE WEALTH MANAGEMENT, LLCStephen Thomas Mumford — VALLEY FORGE INVESTMENT CONSULTANTS, INC.Sean Maher — VALLEY FORGE INVESTMENT CONSULTANTS, INC.Michael Gregory Mallick — VALLEY FORGE INVESTMENT CONSULTANTS, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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