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Karl Augustus Wagner

BIONDO INVESTMENT ADVISORS LLC·MILFORD, Pennsylvania
Unclaimed Profile
540 ROUTE 6 & 209, MILFORD, PA 18337CRD# 2524153Firm CRD# 130105
01

About

Karl Augustus Wagner is a registered financial advisor based in MILFORD, Pennsylvania, affiliated with BIONDO INVESTMENT ADVISORS 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
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
BIONDO INVESTMENT ADVISORS LLC
BIONDO INVESTMENT ADVISORS LLC
AUM
$927M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at BIONDO INVESTMENT ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: FINANCIAL PLANNING
Regulatory
SEC/IARD CRD# 2524153
Firm CRD# 130105
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karl Augustus Wagner offer?
Karl Augustus Wagner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILFORD, Pennsylvania for a consultation.
What are Karl Augustus Wagner's credentials?
Karl Augustus Wagner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karl Augustus Wagner located?
Karl Augustus Wagner is based in MILFORD, Pennsylvania, working with BIONDO INVESTMENT ADVISORS LLC. Their office serves clients in the MILFORD metropolitan area and surrounding communities.
How does Karl Augustus Wagner charge for services?
Karl Augustus Wagner's firm is compensated through percentage of aum, subscription fees, other: financial planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BIONDO INVESTMENT ADVISORS LLC?
BIONDO INVESTMENT ADVISORS LLC has approximately 16 employees and manages $927M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MILFORD
Joseph Ralph Biondo — BIONDO INVESTMENT ADVISORS LLCEugenia Pavek — BIONDO INVESTMENT ADVISORS LLCJoseph Peter Biondo — BIONDO INVESTMENT ADVISORS LLCGregory Joseph Lutfy — BIONDO INVESTMENT ADVISORS LLCGenevieve Catherine Sullivan-Cornell — BIONDO INVESTMENT ADVISORS 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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