Mycio Wealth Partners, LLC
Mycio Wealth Partners, LLC (CRD# 134436) is a financial advisory firm headquartered in Philadelphia, PA. They manage $12,968,143,520 in 7,648 accounts and serve the financial needs of clients across 21 states (or territories).
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Total Assets Under Management12,968MILLION
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Total Number of Accounts7,648ACCOUNTS
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Average Account Value$1,695,625
- 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, MT, NC, NJ, NY, OR, 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.