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Building 2THE SWARTHMORE GROUP, INC.

Map pinPHILADELPHIA, PA
Phone215-557-9300
NotebookSEC #801-58069
Total AUM
$1.5B
Employees
10
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1650 ARCH STREET
SUITE 2100
PHILADELPHIA
PA 19103-2029
United States
Operating Hours
8A.M.-5P.M.
Monday - Friday
Phone
215-557-9300

ReceiptFinancials

Total AUM
$1.5B
Accounts
45
Discretionary
$1.5B
Accounts
45
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
4
AUM
$3.7M
Pension/Profit Sharing Plan Clients
7
AUM
$310.7M
Charitable Organization Clients
6
AUM
$196.4M
Government Entity Clients
4
AUM
$266.9M
Insurance Company Clients
1
AUM
$103.7M
Corporation or Business Clients
5
AUM
$603.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALILINMDNJNYOHPA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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