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Building 2ETF ARCHITECT

Map pinNEWTOWN SQUARE, PA
Phone1.215.330.4476
NotebookSEC #801-79835
Total AUM
$29.7B
Employees
44
Clients
222

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3803 WEST CHESTER PIKE
SUITE 150
NEWTOWN SQUARE
PA 19073
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
1.215.330.4476

ReceiptFinancials

Total AUM
$29.7B
Accounts
222
Discretionary
$28.7B
Accounts
98
Non-Discretionary
$999.1M
Accounts
124

ContactClients

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Individual Clients
28
AUM
$62.8M
HNW Individual Clients
88
AUM
$789.4M
Investment Company Clients
98
AUM
$28.7B
Corporation or Business Clients
8
AUM
$146.9M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ETF SERVICING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PAPRWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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