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Building 2LOGAN CAPITAL MANAGEMENT, INC.

Map pinNEWTOWN SQUARE, PA
Phone215-569-1100
NotebookSEC #801-45536
Total AUM
$3.1B
Employees
34
Clients
1,897

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3817 WEST CHESTER PIKE
NEWTOWN SQUARE
PA 19073
United States
Operating Hours
8:30 AM-5:00 PM
Monday - Friday
Phone
215-569-1100

ReceiptFinancials

Total AUM
$3.1B
Accounts
1,898
Discretionary
$2.3B
Accounts
1,894
Non-Discretionary
$802.5M
Accounts
4

ContactClients

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Individual Clients
1,419
AUM
$546.9M
HNW Individual Clients
379
AUM
$855.9M
Investment Company Clients
1
AUM
$94.9M
Pension/Profit Sharing Plan Clients
24
AUM
$104M
Charitable Organization Clients
21
AUM
$147.4M
Government Entity Clients
6
AUM
$240.3M
Insurance Company Clients
15
AUM
$1B
Corporation or Business Clients
23
AUM
$41M
Other Clients
9
AUM
$42.9M
Description of Other Clients
PARTNERSHIPS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

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

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