Fee-OnlyFinder

% of assets managed in Bala Cynwyd, PA

4 advisers in Bala Cynwyd offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 4

Charles Manning & Associates, INC.Two Bala Plaza, Suite 300 · Bala Cynwyd, PA 19004 · (610) 578-0750 · % of assets managedCRD 114359 · % of assets · $70.3 million AUMState registeredNo commissions reportedMinerva Advisors LLC50 Monument Road Suite 201 · Bala Cynwyd, PA 19004 · (484) 434-2258 · % of assets managedCRD 161408 · % of assets, Performance-based fees · $321.0 million AUMSEC registeredNo commissions reportedOdyssey Capital Advisors INC.2 Bala Plaza, Suite 515 · Bala Cynwyd, PA 19004 · (484) 278-4497 · Financial planningCRD 299034 · % of assets, Hourly charges, Fixed fees · $189.2 million AUMSEC registeredNo commissions reportedPhiladelphia Partners Capital Management, LLC2 Bala Plaza Suite 604 · Bala Cynwyd, PA 19004 · (215) 564-5750 · % of assets managedCRD 294016 · % of assets, Other · $61.2 million AUMSEC registeredNo commissions reported