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ALMANACK INVESTMENT PARTNERS
WAYNE, PA
484-580-2277
SEC #801-107186Total AUM
$945.9M
Employees
24Clients
426Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
656 E SWEDESFORD ROAD
SUITE 301
WAYNE
PA 19087
United States
SUITE 301
WAYNE
PA 19087
United States
Operating Hours
9:00-5:30
Monday - Friday
Monday - Friday
Phone
484-580-2277
Other Offices
3
Financials
Total AUM
$945.9M
Accounts
1,700Discretionary
$769.1M
Accounts
1,582Non-Discretionary
$176.8M
Accounts
118
Clients
Individual Clients
272AUM
$71.8M
HNW Individual Clients
114AUM
$634.3M
Pooled Vehicle Clients
5AUM
$59.8M
Charitable Organization Clients
20AUM
$7.8M
Corporation or Business Clients
15AUM
$172.2M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDCDEFLILKYLAMAMDNCNHNJNYOHPASCTNTXVAWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.