Mycio Wealth Partners, LLC
Mycio Wealth Partners, LLC (CRD# 134436) is a financial advisory firm headquartered in Philadelphia, PA. They manage $12,007,381,046 in 7,342 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management12,007MILLION
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Total Number of Accounts7,342ACCOUNTS
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Average Account Value$1,635,437
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, NC, NJ, NY, PA, SC, TN, TX, VA
James Biles (CRD# 2402169) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 30 years of experience in the finance industry.
Philip Bonelli (CRD# 3005314) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 23 years of experience in the finance industry.
Paul Bracaglia (CRD# 1677889) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 36 years of experience in the finance industry.
Jackson Davey (CRD# 6638126) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 6 years of experience in the finance industry.
Mark Eggleston (CRD# 7001355) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 5 years of experience in the finance industry.
Bruce Fenster (CRD# 2224889) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 31 years of experience in the finance industry.
Michael Finelli (CRD# 2909333) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 22 years of experience in the finance industry.
David Gehring (CRD# 4961530) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 18 years of experience in the finance industry.
James Henry (CRD# 3100036) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 24 years of experience in the finance industry.
David Lees (CRD# 2148562) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 32 years of experience in the finance industry.