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Thomas Eugene Musumeci

INVESTMENT ADVISORS ASSET MANAGEMENT, LLC·EASTON, Pennsylvania
Unclaimed Profile
137 NORTH SECOND STREET, EASTON, PA 18042CRD# 343955Firm CRD# 128716
01

About

Thomas Eugene Musumeci is a registered financial advisor based in EASTON, Pennsylvania, affiliated with INVESTMENT ADVISORS ASSET 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
INVESTMENT ADVISORS ASSET MANAGEMENT, LLC
INVESTMENT ADVISORS ASSET MANAGEMENT, LLC
AUM
$481M
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at INVESTMENT ADVISORS ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 343955
Firm CRD# 128716
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Eugene Musumeci offer?
Thomas Eugene Musumeci specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EASTON, Pennsylvania for a consultation.
What are Thomas Eugene Musumeci's credentials?
Thomas Eugene Musumeci is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Eugene Musumeci located?
Thomas Eugene Musumeci is based in EASTON, Pennsylvania, working with INVESTMENT ADVISORS ASSET MANAGEMENT, LLC. Their office serves clients in the EASTON metropolitan area and surrounding communities.
How does Thomas Eugene Musumeci charge for services?
Thomas Eugene Musumeci's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTMENT ADVISORS ASSET MANAGEMENT, LLC?
INVESTMENT ADVISORS ASSET MANAGEMENT, LLC has approximately 26 employees and manages $481M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EASTON
James Arthur Rice — INVESTMENT ADVISORS ASSET MANAGEMENT, LLCJoseph Clark Parsons — IAM ADVISORY LLCStanley Frank Bielicki — INVESTMENT ADVISORS ASSET MANAGEMENT, LLCHolly Parsons Jinks — IAM ADVISORY LLCJacob Andrew Millen — VALOR INVESTMENTS AND PLANNING LLC
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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