WATKINSON CAPITAL ADVISORS LLC
Total AUM
$28.1M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1000 CONTINENTAL DRIVE
SUITE 570
KING OF PRUSSIA
PA 19406-2848
United States
SUITE 570
KING OF PRUSSIA
PA 19406-2848
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
610-989-9090 EXT. 151
Financials
Total AUM
$28.1M
Accounts
50Discretionary
$28.1M
Accounts
50Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE FEE BASED ON ASSETS MANAGED BY 3RD PARTY MANAGER
Compliance
Disclosures
None reported
State Registrations
PA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.