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Building 2BISHOP & ASSOCIATES INC

Map pinPHILADELPHIA, PA
Phone215-568-5450
NotebookSEC #801-454
Total AUM
$106.1M
Employees
3
Clients
45

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1900 MARKET STREET
FL 8
PHILADELPHIA
PA 19103
United States
Operating Hours
9:00AM - 4:30 PM
Monday - Friday
Phone
215-568-5450

ReceiptFinancials

Total AUM
$106.1M
Accounts
62
Discretionary
$103.8M
Accounts
61
Non-Discretionary
$2.3M
Accounts
1

ContactClients

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Individual Clients
35
AUM
$24.6M
HNW Individual Clients
7
AUM
$19.8M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M
Charitable Organization Clients
1
AUM
$7.5M
Corporation or Business Clients
1
AUM
$53.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NJPA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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