PARENTEBEARD WEALTH MANAGEMENT LLC

YORK, Pennsylvania·1 registered advisor·CRD# 152072

SEC# 801-70783717-846-6214

Firm Overview

AUM

$768M

Regulatory assets under management

Employees

Total firm employees

Advisors

Registered representatives

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Specialties

Financial Planning Investment Management Wealth Management

Advisors at PARENTEBEARD WEALTH MANAGEMENT LLC

1 registered advisor

Michelle Jasey Ross

YORK, Pennsylvania

CRD# 1796736

Office Locations

YORK, Pennsylvania

1 advisor

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Data sourced from SEC Form ADV filings. PARENTEBEARD WEALTH MANAGEMENT LLC (CRD# 152072) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.