Modern Wealth Concepts LLC

Modern Wealth Concepts LLC (CRD# 154742) is a financial advisory firm headquartered in Jenkintown, PA. They manage $38,000,000 in 73 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
261 Old York Rd, Suite 735, Jenkintown, PA 19046
http://www.modernwealthconcepts.com
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $520,548
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Modern Wealth Concepts LLC
Showing 1 - 1 of 1 top financial advisors.
1
Keith Donnell, financial advisor Jenkintown PA
Keith M. Donnell
CRD#: 1687099
261 Old York Rd, Suite 735, Jenkintown, PA 19046

Keith Donnell (CRD# 1687099) is an Investment Advisor Representative working at Modern Wealth Concepts LLC in Jenkintown, PA and has over 36 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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