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Building 2FRANKLIN PARK

Map pinBALA CYNWYD, PA
Phone610-822-0500
NotebookSEC #801-62046
Total AUM
$10.2B
Employees
29
Clients
52

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
THREE BALA PLAZA
SUITE 500 WEST
BALA CYNWYD
PA 19004
United States
Operating Hours
8:30-5:30
Monday - Friday
Phone
610-822-0500
Other Offices
1

ReceiptFinancials

Total AUM
$10.2B
Accounts
52
Discretionary
$10.2B
Accounts
52
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
49
AUM
$8.1B
Pension/Profit Sharing Plan Clients
1
AUM
$443.7M
Charitable Organization Clients
1
AUM
$543.9M
Government Entity Clients
1
AUM
$1.1B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

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Affiliates
Reported 27 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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