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KISTLER-TIFFANY ADVISORS
BERWYN, PA
610-722-3300
SEC #801-68502Total AUM
$991.9M
Employees
20Clients
563Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
200 BERWYN PARK
920 CASSATT ROAD, SUITE 205
BERWYN
PA 19312-1178
United States
920 CASSATT ROAD, SUITE 205
BERWYN
PA 19312-1178
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Monday - Friday
Phone
610-722-3300
Other Offices
4
Financials
Total AUM
$991.9M
Accounts
1,422Discretionary
$983.1M
Accounts
1,413Non-Discretionary
$8.9M
Accounts
9
Clients
Individual Clients
357AUM
$191M
HNW Individual Clients
189AUM
$757.5M
Pension/Profit Sharing Plan Clients
5AUM
$20.3M
Charitable Organization Clients
5AUM
$14.3M
Corporation or Business Clients
7AUM
$8.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACTDEFLMAMDMENCNENJNYPATXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.