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Building 2CONTEXT INSURANCE STRATEGIES, LLC

Map pinBALA CYNWYD, PA
Phone610-538-6100
NotebookSEC #801-114404
Total AUM
$12.7M
Employees
8
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 CITY AVE
SUITE 800
BALA CYNWYD
PA 19004
United States
Operating Hours
9:00 EST AM - 5:00 PM
Monday - Friday
Phone
610-538-6100

ReceiptFinancials

Total AUM
$12.7M
Accounts
1
Discretionary
$12.7M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$12.7M

Briefcase businessServices

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Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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