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Building 2NATIONAL PENN CAPITAL ADVISORS

Map pinDOYLESTOWN, PA
Phone215-230-7171
NotebookSEC #801-57306
Total AUM
$1B
Employees
7
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
95 NORTH BROAD ST
DOYLESTOWN
PA 18901
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
215-230-7171

ReceiptFinancials

Total AUM
$1B
Accounts
812
Discretionary
$333.2M
Accounts
687
Non-Discretionary
$674M
Accounts
125

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Other FeeCharges Percentage AUM
Other Compensation
MUTUAL FUND 12B-1 FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDEGAILKYNJNMNYOHPATNTXWAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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