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AC Wealth Partners

EST. AUM
$1,069,384,895

CONTACTS
9

CLIENT ACCOUNTS
3,219

Firm Details

Metro area Philadelphia
CRD Number 326708
Website ategenoscapital.com
Client types

Overview

Ategenos Capital, LLC, doing business as AC Wealth Partners, is a professional investment advisory firm registered with the Securities and Exchange Commission. The firm operates as an independent partner to financial professionals and institutions, providing a range of investment solutions and strategic insights. It emphasizes a collaborative approach, describing its mission as a "Partnership Beyond" traditional advisory relationships by offering a robust platform and investment expertise. The firm provides a Daily Market Update to summarize economic happenings and market trends for its audience. AC Wealth Partners focuses on delivering research and information to assist in investment decision-making while maintaining transparency through its professional disclosures.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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