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Building 2ARTHUR E SPELLISSY & ASSOCIATES INC

Map pinWAYNE, PA
Phone610-293-0700
NotebookSEC #801-3956
Total AUM
$156.2M
Employees
3
Clients
82

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
175 STRAFFORD AVE
SUITE 210
WAYNE
PA 19087
United States
Operating Hours
9:30AM - 4:30PM
Monday - Friday
Phone
610-293-0700

ReceiptFinancials

Total AUM
$156.2M
Accounts
82
Discretionary
$3.9M
Accounts
3
Non-Discretionary
$152.3M
Accounts
79

ContactClients

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Individual Clients
48
AUM
$9.8M
HNW Individual Clients
31
AUM
$140.7M
Charitable Organization Clients
3
AUM
$5.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NHNJPA

HandshakeAffiliates

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

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