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Building 21914 ADVISORS

Map pinWEST CONSHOHOCKEN, PA
Phone800-883-1212
NotebookSEC #801-68111
Total AUM
$1.2B
Employees
76
Clients
961

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
FOUR TOWER BRIDGE, 200 BARR HARBOR DRIVE
SUITE 300
WEST CONSHOHOCKEN
PA 19428
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
800-883-1212
Other Offices
9

ReceiptFinancials

Total AUM
$1.2B
Accounts
1,321
Discretionary
$920.8M
Accounts
974
Non-Discretionary
$236.8M
Accounts
347

ContactClients

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Individual Clients
604
AUM
$212.1M
HNW Individual Clients
330
AUM
$892.5M
Pension/Profit Sharing Plan Clients
3
AUM
$3.4M
Charitable Organization Clients
15
AUM
$30.6M
Corporation or Business Clients
9
AUM
$19.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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