myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $12 billion dollar of investment assets of Individuals, Families, Endowments, Defined Contribution and Defined Benefit Plans and Trusts. myCIO was formerly Ernst & Young’s Philadelphia Investment Advisory Practice. myCIO Wealth Partners was formed as the result of Ernst & Young’s decision to exit the Investment Advisory and Wealth Advisory services as of July 1, 2005 as the result of Sarbanes-Oxley. myCIO is one of the largest completely Independent Wealth Management firms in the country and is a leader in Independent Objective advice. In 2007, former PricewaterhouseCoopers personnel joined myCIO when their former firm also decided to exit the investment advisory business.
View Top Employees from myCIO Wealth PartnersWebsite | http://www.myciowp.com |
Revenue | $5 million |
Employees | 80 (80 on RocketReach) |
Founded | 2005 |
Address | 2929 Walnut St, Philadelphia, Pennsylvania 19104, US |
Phone | (267) 295-2280 |
Fax | (267) 295-2279 |
Technologies |
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Industry | Investment Management, Finance General, Finance |
Web Rank | 21 Million |
Competitors | Frontier Wealth Management (Now CAPTRUST), Howard Capital Management, Inc., Rodgers & Associates, Strategic Wealth Partners (SWP), The Colony Group |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular myCIO Wealth Partners employee's phone or email?
The myCIO Wealth Partners annual revenue was $5 million in 2024.
Christopher Morello is the Partner of myCIO Wealth Partners.
80 people are employed at myCIO Wealth Partners.
myCIO Wealth Partners is based in Philadelphia, Pennsylvania.
The NAICS codes for myCIO Wealth Partners are [523, 52393, 52, 5239].
The SIC codes for myCIO Wealth Partners are [628, 62].