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Building 2MCADAM LLC

Map pinRADNOR, PA
Phone(888) 614-5323
NotebookSEC #801-79583
Total AUM
$2.7B
Employees
174
Clients
5,552

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 N. RADNOR CHESTER ROAD
SUITE F-200
RADNOR
PA 19087
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(888) 614-5323
Other Offices
75

ReceiptFinancials

Total AUM
$2.7B
Accounts
10,513
Discretionary
$2.7B
Accounts
10,423
Non-Discretionary
$14.6M
Accounts
90

ContactClients

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Individual Clients
4,954
AUM
$1.3B
HNW Individual Clients
584
AUM
$1.3B
Pension/Profit Sharing Plan Clients
1
AUM
$1.2M
Corporation or Business Clients
13
AUM
$12.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAIDILINKSKYLAMAMDMEMIMNMOMTNCNDNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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