Groundwork Wealth Management, LLC

Groundwork Wealth Management, LLC (CRD# 170331) is a financial advisory firm headquartered in Downingtown, PA. They manage $28,439,110 in 88 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
131 Wallace Ave, Suite 14, Downingtown, PA 19335
http://www.groundworkwealth.com
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $323,172
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Groundwork Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Taylor, financial advisor Downingtown PA
James P. Taylor
CRD#: 4757208
131 Wallace Ave, Suite 14, Downingtown, PA 19335

James Taylor (CRD# 4757208) is an Investment Advisor Representative working at Groundwork Wealth Management, LLC in Downingtown, PA and has over 19 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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