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Building 2SENSENIG CAPITAL ADVISORS, INC.

Map pinCOLLEGEVILLE, PA
Phone610-584-9700
NotebookSEC #801-112425
Total AUM
$212.9M
Employees
6
Clients
145

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
133 LEVEL ROAD
COLLEGEVILLE
PA 19426
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
610-584-9700

ReceiptFinancials

Total AUM
$212.9M
Accounts
442
Discretionary
$155.2M
Accounts
421
Non-Discretionary
$57.7M
Accounts
21

ContactClients

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Individual Clients
73
AUM
$35.8M
HNW Individual Clients
61
AUM
$166.9M
Pension/Profit Sharing Plan Clients
6
AUM
$5.9M
Charitable Organization Clients
5
AUM
$4.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNJPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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