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John Charles Munch

HUNTINGTON STEELE LLC·OAKS, Pennsylvania
Unclaimed Profile
ONE FREEDOM VALLEY DRIVE, OAKS, PA 19456CRD# 4739576Firm CRD# 126615
01

About

John Charles Munch is a registered financial advisor based in OAKS, Pennsylvania, affiliated with HUNTINGTON STEELE LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
HUNTINGTON STEELE LLC
HUNTINGTON STEELE LLC
AUM
$765M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at HUNTINGTON STEELE LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4739576
Firm CRD# 126615
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Charles Munch offer?
John Charles Munch specializes in Financial Planning, Investment Management. Contact their office in OAKS, Pennsylvania for a consultation.
What are John Charles Munch's credentials?
John Charles Munch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Charles Munch located?
John Charles Munch is based in OAKS, Pennsylvania, working with HUNTINGTON STEELE LLC. Their office serves clients in the OAKS metropolitan area and surrounding communities.
How does John Charles Munch charge for services?
John Charles Munch's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HUNTINGTON STEELE LLC?
HUNTINGTON STEELE LLC has approximately 5 employees and manages $765M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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