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Building 2LOVELL MINNICK PARTNERS LLC

Map pinRADNOR, PA
Phone610-995-9660
NotebookSEC #801-74141
Total AUM
$5.2B
Employees
33
Clients
38

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 E. LANCASTER AVENUE
SUITE 510
RADNOR
PA 19087-5163
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
610-995-9660
Other Offices
2

ReceiptFinancials

Total AUM
$5.2B
Accounts
38
Discretionary
$5.2B
Accounts
38
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
38
AUM
$5.2B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
MONITORING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYPA

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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