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Building 2PITCAIRN

Map pinCONSHOHOCKEN, PA
Phone215-881-6144
NotebookSEC #801-131329
Total AUM
$5.9B
Employees
62
Clients
332

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
EIGHT TOWER BRIDGE, 161 WASHINGTON STREET
SUITE 801
CONSHOHOCKEN
PA 19428
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
215-881-6144
Other Offices
6

ReceiptFinancials

Total AUM
$5.9B
Accounts
2,133
Discretionary
$4.5B
Accounts
1,918
Non-Discretionary
$1.3B
Accounts
215

ContactClients

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HNW Individual Clients
330
AUM
$5.8B
Pension/Profit Sharing Plan Clients
1
AUM
$42.6M
Charitable Organization Clients
1
AUM
$45.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCFLILMAMDMNMTNCNHNJNMNYOHPATNTXVAVTWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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