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Advisers in Huntingdon Valley, PA

2 advisers in Huntingdon Valley — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Pennsylvania Capital Management INC.1841 Huntingdon Pike · Huntingdon Valley, PA 19006 · (215) 881-7700 · Financial planningCRD 107648 · % of assets, Hourly charges, Fixed fees · $848.6 million AUMSEC registeredNo commissions reportedSummit Investment Advisory Group LLC639 Red Lion Road · Huntingdon Valley, PA 19006 · (215) 947-8007 · Financial planningCRD 306690 · % of assets, Fixed fees · $57.1 million AUMState registeredNo commissions reported
Talking to advisers in Huntingdon Valley? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.