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Building 2ARGOSY CAPITAL

Map pinWAYNE, PA
Phone610-971-9685
NotebookSEC #801-73958
Total AUM
$3.7B
Employees
82
Clients
51

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
900 WEST VALLEY ROAD
SUITE 1000
WAYNE
PA 19087
United States
Operating Hours
9AM- 5:30PM
Monday - Friday
Phone
610-971-9685
Other Offices
4

ReceiptFinancials

Total AUM
$3.7B
Accounts
51
Discretionary
$3B
Accounts
50
Non-Discretionary
$715.7M
Accounts
1

ContactClients

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Pooled Vehicle Clients
51
AUM
$3.7B

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACONYPA

HandshakeAffiliates

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Affiliates
Reported 27 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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