Assets Under Management
$714.9M
Number of Clients
1,492
Number of Advisors
12
Average Client AUM
$479K
AUM per Advisor
$59.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
MSWM offers customized investment advisory solutions through personal client contact, discretionary and non-discretionary investment management, and consulting services. They construct portfolios of diversified mutual funds and ETFs, and may use individual stocks and bonds. Financial planning services are also offered.
999 West Chester Pike, Suite 202, West Chester, PA, 19382