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Building 2LLOYD LEITH & SAWIN

Map pinWAYNE, PA
Phone610-964-0707
NotebookSEC #801-7341
Total AUM
$180.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
230 SUGARTOWN RD STE 150
WAYNE
PA 19087
USA
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
610-964-0707

ReceiptFinancials

Total AUM
$180.8M
Accounts
313
Discretionary
$173.6M
Accounts
307
Non-Discretionary
$7.1M
Accounts
6

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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