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Building 2WATKINSON CAPITAL ADVISORS LLC

Map pinBERWYN, PA
Phone484-588-0112
NotebookSEC #801-132546
Total AUM
$124.2M
Employees
3
Clients
92

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1273 E. LANCASTER AVE
BERWYN
PA 19312
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
484-588-0112

ReceiptFinancials

Total AUM
$124.2M
Accounts
124
Discretionary
$124.2M
Accounts
124
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
55
AUM
$22.6M
HNW Individual Clients
37
AUM
$101.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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

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