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Building 2OLD GLORY ASSET MANAGEMENT LLC

Map pinMALVERN, PA
Phone610-648-3860
NotebookSEC #801-61882
Total AUM
$655.9M
Employees
2
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 GREAT VALLEY PARKWAY
MALVERN
PA 19355
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
610-648-3860
Other Offices
1

ReceiptFinancials

Total AUM
$655.9M
Accounts
21
Discretionary
$655.9M
Accounts
21
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
17
AUM
$462.8M
Corporation or Business Clients
1
AUM
$165.4M
Other Clients
3
AUM
$27.7M
Description of Other Clients
TAFT HARTLEY GENERAL ASSETS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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

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