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Building 2NWD MANAGEMENT & RESEARCH TRUST

Map pinCONSHOHOCKEN, PA
Phone484-530-1300
NotebookSEC #801-57844
Total AUM
$3.2B
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 RIVER ROAD
SUITE 1000
CONSHOHOCKEN
PA 19428
USA
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
484-530-1300

ReceiptFinancials

Total AUM
$3.2B
Accounts
15
Discretionary
$3.2B
Accounts
15
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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