Molewski Financial Solutions LLC (Bethlehem)

Name: Molewski Financial Solutions LLC
Address: 100 Gateway Drive, Suite 300, Bethlehem, PA, 18017
Telephone: 610-865-2600

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.

Molewski Financial Solutions: assets under management

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 firm manages $179.71 million in discretionary accounts and $4.12 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.05 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $50.85 million.

Fees & Commissions

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. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Molewski Financial Solutions LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael David Molewski	Managing member	1 Apr 2000	50% - 75%	1271727
Christopher Donald Butz	Director of client service	1 Apr 2000	Other	2414730
Jimmy David Edwards	Chief financial officer	1 Apr 2000	Other	4342552
Susan A. Eschbach	Client service	1 May 2000	Other	4342581
Paul Douglas Emrick	Chief investment officer	1 Dec 2000	Other	2250766
James Joseph Coleman	Director of executive benefits	1 Jan 2001	Other	2028957
Michelle M. Sly	Partner investment consulting group	1 Apr 2002	Other	4081369
William Earl Schantz	Member	1 Jun 2002	Other	1923047
Jimmy David Edwards	Member	1 Jan 2004	Other	4342552
Paul Douglas Emrick	Partner chief compliance officer	1 Dec 2004	Other	2250766
Christopher Donald Butz	Member	1 Sep 2007	Other	2414730
Karen Augello Casas	Chief compliance officer	1 Jan 2013	Other	2893896
Denise Louise Kowitz	Chief compliance officer	1 Feb 2014	Other	1752858

Based in Bethlehem

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/.