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Mark Gerard Comyns

THE WHARTON ADVISORY GROUP, LLC·WAYNE, Pennsylvania
Unclaimed Profile
148 EAST LANCASTER AVENUE, WAYNE, PA 19087CRD# 1057288Firm CRD# 120522
01

About

Mark Gerard Comyns is a registered financial advisor based in WAYNE, Pennsylvania, affiliated with THE WHARTON ADVISORY GROUP, 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
THE WHARTON ADVISORY GROUP, LLC
THE WHARTON ADVISORY GROUP, LLC
AUM
$638M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at THE WHARTON ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1057288
Firm CRD# 120522
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Gerard Comyns offer?
Mark Gerard Comyns specializes in Financial Planning, Investment Management. Contact their office in WAYNE, Pennsylvania for a consultation.
What are Mark Gerard Comyns's credentials?
Mark Gerard Comyns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Gerard Comyns located?
Mark Gerard Comyns is based in WAYNE, Pennsylvania, working with THE WHARTON ADVISORY GROUP, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.
How does Mark Gerard Comyns charge for services?
Mark Gerard Comyns'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 THE WHARTON ADVISORY GROUP, LLC?
THE WHARTON ADVISORY GROUP, LLC has approximately 12 employees and manages $638M 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)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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