THE WHARTON ADVISORY GROUP, LLC

WAYNE, Pennsylvania·1 registered advisor·CRD# 120522
SEC# 801-612382610-293-9000
01

Firm Overview

AUM
$638M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at THE WHARTON ADVISORY GROUP, LLC

1 registered advisor
Mark Gerard Comyns
WAYNE, Pennsylvania
05

Office Locations

WAYNE, Pennsylvania
1 advisor

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Data sourced from SEC Form ADV filings. THE WHARTON ADVISORY GROUP, LLC (CRD# 120522) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.