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James Joseph Krause

WEALTHCARE ADVISORY PARTNERS LLC·WEST CHESTER, Pennsylvania
Unclaimed Profile
1065 ANDREW DRIVE, WEST CHESTER, PA 19380CRD# 4143726Firm CRD# 171976
01

About

James Joseph Krause is a registered financial advisor based in WEST CHESTER, Pennsylvania, affiliated with WEALTHCARE ADVISORY PARTNERS 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
WEALTHCARE ADVISORY PARTNERS LLC
WEALTHCARE ADVISORY PARTNERS LLC
AUM
$4.5B
Regulatory assets under management
Employees
210
Total firm employees
View all advisors at WEALTHCARE ADVISORY PARTNERS 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
Regulatory
SEC/IARD CRD# 4143726
Firm CRD# 171976
8 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Joseph Krause offer?
James Joseph Krause specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST CHESTER, Pennsylvania for a consultation.
What are James Joseph Krause's credentials?
James Joseph Krause is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Joseph Krause located?
James Joseph Krause is based in WEST CHESTER, Pennsylvania, working with WEALTHCARE ADVISORY PARTNERS LLC. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.
How does James Joseph Krause charge for services?
James Joseph Krause'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 WEALTHCARE ADVISORY PARTNERS LLC?
WEALTHCARE ADVISORY PARTNERS LLC has approximately 210 employees and manages $4.5B 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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