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Building 2MCGOWAN & CO LLP

Map pinBRYN MAWR, PA
Phone610-520-2400
NotebookSEC #801-56326
Total AUM
$655.6M
Employees
3
Clients
240

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
937 GLENBROOK AVE
BRYN MAWR
PA 19010
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
610-520-2400

ReceiptFinancials

Total AUM
$655.6M
Accounts
240
Discretionary
$2.9M
Accounts
8
Non-Discretionary
$652.8M
Accounts
232

ContactClients

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Individual Clients
53
AUM
$18.6M
HNW Individual Clients
187
AUM
$637M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLGALAMDNHNJPATXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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