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JANNEY MONTGOMERY SCOTT LLC
PHILADELPHIA, PA
215-665-6000
SEC #801-7258Total AUM
$110.1B
Employees
2,404Clients
243,813Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1717 ARCH STREET
PHILADELPHIA
PA 19103
United States
PHILADELPHIA
PA 19103
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
215-665-6000
Other Offices
138
Financials
Total AUM
$110.1B
Accounts
243,808Discretionary
$76.2B
Accounts
187,981Non-Discretionary
$33.9B
Accounts
55,827
Clients
Individual Clients
139,021AUM
$21.1B
HNW Individual Clients
100,743AUM
$76.5B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
664AUM
$7B
Charitable Organization Clients
1,810AUM
$2.1B
Government Entity Clients
145AUM
$717.3M
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1,425AUM
$2.7B
Other Clients
1AUM
$0
Description of Other Clients
N/A
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEE PLUS COMMISSION
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.