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James Luce Pelletier

WEDMONT PRIVATE CAPITAL, LLC·WEST CHESTER, Pennsylvania
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26 SOUTH CHURCH STREET, WEST CHESTER, PA 19382CRD# 6228242Firm CRD# 305815
01

About

James Luce Pelletier is a registered financial advisor based in WEST CHESTER, Pennsylvania, affiliated with WEDMONT PRIVATE CAPITAL, 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
WEDMONT PRIVATE CAPITAL, LLC
WEDMONT PRIVATE CAPITAL
AUM
$1.6B
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at WEDMONT PRIVATE CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 6228242
Firm CRD# 305815
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Luce Pelletier offer?
James Luce Pelletier specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST CHESTER, Pennsylvania for a consultation.
What are James Luce Pelletier's credentials?
James Luce Pelletier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Luce Pelletier located?
James Luce Pelletier is based in WEST CHESTER, Pennsylvania, working with WEDMONT PRIVATE CAPITAL, LLC. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.
How does James Luce Pelletier charge for services?
James Luce Pelletier's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEDMONT PRIVATE CAPITAL, LLC?
WEDMONT PRIVATE CAPITAL, LLC has approximately 7 employees and manages $1.6B 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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