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Building 2ADDISON CAPITAL

Map pinCONSHOHOCKEN, PA
Phone215-563-6919
NotebookSEC #801-68352
Total AUM
$1.1B
Employees
4
Clients
285

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 ASH STREET
SUITE 330
CONSHOHOCKEN
PA 19428
United States
Operating Hours
9-5
Monday - Friday
Phone
215-563-6919

ReceiptFinancials

Total AUM
$1.1B
Accounts
615
Discretionary
$823.4M
Accounts
613
Non-Discretionary
$300.6M
Accounts
2

ContactClients

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Individual Clients
112
AUM
$31.4M
HNW Individual Clients
137
AUM
$508M
Banking Clients
2
AUM
$300.6M
Pension/Profit Sharing Plan Clients
7
AUM
$55.1M
Charitable Organization Clients
19
AUM
$57.7M
Government Entity Clients
2
AUM
$145.8M
Corporation or Business Clients
6
AUM
$25.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CAFLNHNJNYPASCTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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