Mycio Wealth Partners LLC
Legal Name: MYCIO WEALTH PARTNERS, LLC
Full Contact Details
Mycio Wealth Partners LLC
2929 WALNUT STREET, SUITE 1200, PHILADELPHIA, PA
267-295-2280
267-295-2279
Other Info
Mycio Wealth Partners LLC, a DE Limited Liability Company, is an established financial organization with 45 dedicated employees, including 31 advisory experts. With 24 clients served, its last reported SEC status is Approved, dated April 7, 2005, making it a reliable and trustworthy firm.
myCIO | Comprehensive • Independent • Objective
myCIO is a Comprehensive, Independent and Objective (CIO) advisory firm which provides financial consulting services to over $6.4 billion dollars of investment assets of Individuals, Families, Endowments, Defined Contribution and Defined Benefit Plans, and Trusts.
Direct Owners
-
DAVID EDMUND LEES
MANAGING MEMBER owns more than 10% but less than 25%
-
JAMES JOSEPH BILES
MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) owns more than 5% but less than 10%
-
PAUL JOSEPH BRACAGLIA
MEMBER owns less than 5%
-
UNION ACQUISITION, LLC
MANAGER MEMBER owns more than 50% but less than 75%
Indirect Owners
-
AFFILIATED MANAGER GROUP, INC.
SERIES A MEMBER AND MANAGER owns 75% or more
-
AFFILIATED MANAGERS GROUP, INC.
SOLE SHAREHOLDER owns 75% or more
-
AMG WEALTH PARTNERS, LP
SOLE MEMBER owns 75% or more
-
AMG WP GP HOLDINGS CORP.
GENERAL PARTNER
-
AMG WP LP HOLDINGS, LLC
LIMITED PARTNER owns 75% or more
Custodians
-
NATIONAL FINANCIAL SERVICES LLC
United States