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Building 2MINERVA ADVISORS LLC

Map pinBALA CYNWYD, PA
Phone484-434-2258
NotebookSEC #801-73417
Total AUM
$321M
Employees
4
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 MONUMENT ROAD SUITE 201
BALA CYNWYD
PA 19004
United States
Operating Hours
9-5
Monday - Friday
Phone
484-434-2258

ReceiptFinancials

Total AUM
$321M
Accounts
7
Discretionary
$312.5M
Accounts
6
Non-Discretionary
$8.5M
Accounts
1

ContactClients

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HNW Individual Clients
5
AUM
$86.9M
Pooled Vehicle Clients
2
AUM
$234.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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