Pwa Financial

Pwa Financial (CRD# 165369) is a financial advisory firm headquartered in Yardley, PA. They manage $90,000,000 in 410 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    410
    ACCOUNTS
  • Average Account Value
    $219,512
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NY, PA

Financial Advisors at Pwa Financial
Showing 1 - 2 of 2 top financial advisors.
1
Michael D. Carlucci
CRD#: 2665833
1790 Yardley - Langhorne Road, Heston Hall Building, Suite 210, Yardley, PA 19067
93
Wealthminder
score

Michael Carlucci (CRD# 2665833) is an Investment Advisor Representative working at Pwa Financial in Yardley, PA and has over 21 years of experience in the finance industry.

2
Kenneth C. Coniglio
CRD#: 4423253
1790 Yardley - Langhorne Road, Heston Hall Building, Suite 210, Yardley, PA 19067
93
Wealthminder
score

Kenneth Coniglio (CRD# 4423253) is an Investment Advisor Representative working at Pwa Financial in Yardley, PA and has over 15 years of experience in the finance industry.

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