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Building 2TOWERCREST CAPITAL MANAGEMENT, LLC

Map pinNEWTOWN, PA
Phone215-809-2000
NotebookSEC #801-80857
Total AUM
$717.6M
Employees
1
Clients
84

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
41 UNIVERSITY DRIVE
SUITE 400
NEWTOWN
PA 18940
United States
Operating Hours
8AM - 6PM
Monday - Friday
Phone
215-809-2000

ReceiptFinancials

Total AUM
$717.6M
Accounts
1,461
Discretionary
$717.6M
Accounts
1,461
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
41
AUM
$17.1M
HNW Individual Clients
42
AUM
$183.1M
Investment Advisor Clients
1
AUM
$517.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCNJPATX

HandshakeAffiliates

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

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