Purposeful Money

Purposeful Money (CRD# 144455) is a financial advisory firm headquartered in Bethlehem, PA. They manage $42,735,053 in 230 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
One West Broad St, 11th Floor, Bethlehem, PA 18018
http://www.baehrfinancial.com
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $185,805
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
The map below shows states where this firm has explicit registration only.

NJ, NY, PA, TX

Financial Advisors at Purposeful Money
Showing 1 - 1 of 1 top financial advisors.
1
Erin O'brien, financial advisor Bethlehem PA
Erin A. O'brien
CRD#: 4506749
One West Broad St, 11th Floor, Bethlehem, PA 18018

Erin O'brien (CRD# 4506749) is an Investment Advisor Representative working at Purposeful Money in Bethlehem, PA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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