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
Michael Campbell (CRD# 7802676) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has 1 year of experience in the finance industry.
Julia Getty (CRD# 7737077) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has 1 year of experience in the finance industry.
Joseph Granahan (CRD# 7167465) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 4 years of experience in the finance industry.
Ross Harryhill (CRD# 7475720) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has 1 year of experience in the finance industry.
Kaitlyn Lees (CRD# 7825917) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has 1 year of experience in the finance industry.
Timothy McClatchy (CRD# 6771191) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 2 years of experience in the finance industry.
Rob Roy McLallen (CRD# 7174478) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 4 years of experience in the finance industry.
Devin Musser (CRD# 7815565) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has 1 year of experience in the finance industry.
Kevin Newbert (CRD# 7002219) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 2 years of experience in the finance industry.
Matthew Perri (CRD# 7298585) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 2 years of experience in the finance industry.