Tyler Wealth Counselors, Inc. is an adviser based in Exton. It manages $20.08 million of regulatory assets for 102 client accounts. It has been registered with the SEC as an adviser since 2001.
Tyler Wealth Counselors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tyler Wealth Counselors, Inc. is $20.08 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tyler Wealth Counselors, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Harry Robert Tyler has been acting as President since 1 Jan 2000. Janice Trojan Lessman joined the executive team most recently as the President & Director.
The principal office where Tyler Wealth Counselors, Inc. performs its advisory services is located at 717 Constitution Drive, Exton, PA 19341, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-458-3378 or by fax 610-458-3451. The normal business hours are 8:30 a.m.-5: 00 p.m. on Monday - Friday. You can find more information about the New York firm at www.tylerwealth.com.