LOGAN CAPITAL MANAGEMENT, INC.
Total AUM
$3.1B
Employees
34Clients
1,897Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3817 WEST CHESTER PIKE
NEWTOWN SQUARE
PA 19073
United States
NEWTOWN SQUARE
PA 19073
United States
Operating Hours
8:30 AM-5:00 PM
Monday - Friday
Monday - Friday
Phone
215-569-1100
Financials
Total AUM
$3.1B
Accounts
1,898Discretionary
$2.3B
Accounts
1,894Non-Discretionary
$802.5M
Accounts
4
Clients
Individual Clients
1,419AUM
$546.9M
HNW Individual Clients
379AUM
$855.9M
Investment Company Clients
1AUM
$94.9M
Pension/Profit Sharing Plan Clients
24AUM
$104M
Charitable Organization Clients
21AUM
$147.4M
Government Entity Clients
6AUM
$240.3M
Insurance Company Clients
15AUM
$1B
Corporation or Business Clients
23AUM
$41M
Other Clients
9AUM
$42.9M
Description of Other Clients
PARTNERSHIPS
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.