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Building 2ALPHA ARCHITECT

Map pinNEWTOWN SQUARE, PA
Phone+1.215.882.9983
NotebookSEC #801-71697
Total AUM
$13.5B
Employees
12
Clients
135

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
SUITE 150
3803 WEST CHESTER PIKE
NEWTOWN SQUARE
PA 19073
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
+1.215.882.9983

ReceiptFinancials

Total AUM
$13.5B
Accounts
135
Discretionary
$13.5B
Accounts
135
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
28
AUM
$62.8M
HNW Individual Clients
88
AUM
$789.4M
Investment Company Clients
11
AUM
$12.5B
Corporation or Business Clients
8
AUM
$146.9M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
QUANTITATIVE INDEX LICENSING, ETF SERVICING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLANHNYPAPRTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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