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Building 2ADDISON CAPITAL MANAGEMENT, LLC

Map pinPHILADELPHIA, PA
Phone215-735-2121
NotebookSEC #801-57271
Total AUM
$144M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1608 WALNUT ST
SUITE 1301
PHILADELPHIA
PA 19103-5457
USA
Operating Hours
9:00A.M. - 5:00P.M.
Monday - Friday
Phone
215-735-2121

ReceiptFinancials

Total AUM
$144M
Accounts
157
Discretionary
$90M
Accounts
132
Non-Discretionary
$54M
Accounts
25

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDEFLNJPATX

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

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