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Joseph J. Witkowski

HERBEIN WEALTH MANAGEMENT, L.L.C.·WYOMISSING, Pennsylvania
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2763 CENTURY BLVD., WYOMISSING, PA 19610CRD# 4503132Firm CRD# 118114
01

About

Joseph J. Witkowski is a registered financial advisor based in WYOMISSING, Pennsylvania, affiliated with HERBEIN WEALTH MANAGEMENT, L.L.C.. 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
HERBEIN WEALTH MANAGEMENT, L.L.C.
HERBEIN WEALTH MANAGEMENT, L.L.C.
AUM
$284M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at HERBEIN WEALTH MANAGEMENT, L.L.C. →
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# 4503132
Firm CRD# 118114
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph J. Witkowski offer?
Joseph J. Witkowski specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WYOMISSING, Pennsylvania for a consultation.
What are Joseph J. Witkowski's credentials?
Joseph J. Witkowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph J. Witkowski located?
Joseph J. Witkowski is based in WYOMISSING, Pennsylvania, working with HERBEIN WEALTH MANAGEMENT, L.L.C.. Their office serves clients in the WYOMISSING metropolitan area and surrounding communities.
How does Joseph J. Witkowski charge for services?
Joseph J. Witkowski'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 HERBEIN WEALTH MANAGEMENT, L.L.C.?
HERBEIN WEALTH MANAGEMENT, L.L.C. has approximately 5 employees and manages $284M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WYOMISSING
Karen Louise Kleffel — INSTITUTIONAL ADVISORS LLCH Anderson Ellsworth — INSTITUTIONAL ADVISORS LLCWilliam Andrew Morgan — HERBEIN WEALTH MANAGEMENT, L.L.C.Linda Sue Himeback — HERBEIN WEALTH MANAGEMENT, L.L.C.Richard Arlen Lord — INSTITUTIONAL 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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