Investment adviser · CRD 152072

PARENTEBEARD WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

YORK, PA, United States · Form ADV filed Mar 31, 2014

Regulatory AUM
$768M
Form ADV · Item 5.F
Client accounts
646
Accounts, not individual clients
Employees
26
Reported in this filing
Advisory professionals
15
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

SUITE 200, 221 WEST PHILADELPHIA STREET
YORK, PA, 17401-2993, United States

CRD 152072

Filing source

Form ADV 812256 · Mar 31, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.