Molewski Financial Solutions LLC is a large advisory firm based in Bethlehem. It manages $4.3 billion of regulatory assets for 140 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Pennsylvania and Texas.
Molewski Financial Solutions provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. 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 Molewski Financial Solutions LLC is $4.3 billion. The firm's AUM has grown by 15737% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Molewski Financial Solutions LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Paul Douglas Emrick has served as the Chief Investment Officer since 1 Dec 2000. Denise Louise Kowitz joined the executive team most recently as the Chief Compliance Officer.
The principal office where Molewski Financial Solutions LLC performs its advisory services is located at 100 Gateway Drive, Suite 300, Bethlehem, PA 18017, 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 610-865-2600 or by fax 610-865-2408. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at mfpstrategies.com/.