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Building 2ASSOCIATED GROUP MANAGEMENT, LLC

Map pinBALA CYNWYD, PA
Phone610-660-4910
NotebookSEC #801-75177
Total AUM
$369.2M
Employees
8
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
THREE BALA PLAZA EAST
SUITE 502
BALA CYNWYD
PA 19004
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
610-660-4910
Other Offices
2

ReceiptFinancials

Total AUM
$369.2M
Accounts
1
Discretionary
$369.2M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
1
AUM
$369.2M

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
NYPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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