654 Advisors, LLC

654 Advisors, LLC (CRD# 140644) is a financial advisory firm headquartered in , . They manage $1,799,802 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $78,252
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at 654 Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jane R. Patten
CRD#: 6441274
Jenkintown, PA
76
Wealthminder
score

Jane Patten (CRD# 6441274) is an Investment Advisor Representative working at 654 Advisors, LLC in Jenkintown, PA and has over 2 years of experience in the finance industry.

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