Be advised. This firm is no longer registered.

The Wharton Advisory Group, LLC

The Wharton Advisory Group, LLC (CRD# 120522) is a financial advisory firm headquartered in Wayne, PA. They manage $368,121,066 in 392 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    368
    MILLION
  • Total Number of Accounts
    392
    ACCOUNTS
  • Average Account Value
    $939,084
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, NC, NJ, NY, PA, TN

Financial Advisors at The Wharton Advisory Group, LLC
No Advisor Found.
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