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Building 2XPONANCE LLC

Map pinPHILADELPHIA, PA
Phone215-567-1100
NotebookSEC #801-51407
Total AUM
$24.3B
Employees
46
Clients
131

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1845 WALNUT STREET
SUITE 800
PHILADELPHIA
PA 19103
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
215-567-1100
Other Offices
1

ReceiptFinancials

Total AUM
$24.3B
Accounts
131
Discretionary
$23.9B
Accounts
128
Non-Discretionary
$334.8M
Accounts
3

ContactClients

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Individual Clients
5
AUM
$3.1M
HNW Individual Clients
2
AUM
$40.6M
Pooled Vehicle Clients
2
AUM
$1.2B
Pension/Profit Sharing Plan Clients
19
AUM
$1.2B
Charitable Organization Clients
52
AUM
$2.4B
Government Entity Clients
42
AUM
$18.7B
Insurance Company Clients
3
AUM
$47.1M
Corporation or Business Clients
6
AUM
$667M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOGAILLAMDMINCNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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