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Pwa Financial
Newtown, Pennsylvania
PWA Financial, headquartered in Newtown, PA, is a distinguished investment advisory firm serving clients with its expertise and personalized approach. With a team of five skilled professionals, including three dedicated investment advisors, PWA Financial delivers comprehensive financial solutions to its clients. They manage an average of $68,570,000 in assets under management per investment advisor, which aligns with the industry average. PWA Financial's compensation structure encompasses various types, such as a percentage of assets under management, ensuring their interests are aligned with their clients' success.
Notably, PWA ...see more
Assets Under Mgmt
$205.7M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Reviews for Pwa Financial
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