Falcon Wealth Managers

Falcon Wealth Managers (CRD# 298692) is a financial advisory firm headquartered in Concordville, PA. They manage $17,412,989 in 42 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 83, Concordville, PA 19331
https://www.linkedin.com/company/falcon-wealth-managers-llc/
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $414,595
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Falcon Wealth Managers
Showing 1 - 1 of 1 top financial advisors.
1
Robert Falcon, financial advisor Thornton PA
Robert J. Falcon
CRD#: 6508801
Thornton, PA

Robert Falcon (CRD# 6508801) is an Investment Advisor Representative working at Falcon Wealth Managers in Thornton, PA and has 1 year 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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