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Advisers in West Conshohocken, PA

8 advisers in West Conshohocken — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Flat / fixed fees (6)% of assets managed (7)

All advisers

Baldwin Investment Management, LLC1001 Conshohocken State Road, Suite 1-202 · West Conshohocken, PA 19428 · (610) 260-1555 · Financial planningCRD 108922 · % of assets · $1.3 billion AUMSEC registeredNo commissions reported Hirtle & CO., LLC300 Barr Harbor Drive, Fifth Floor · West Conshohocken, PA 19428 · (610) 828-7200 · % of assets managedCRD 105403 · % of assets, Performance-based fees · $25.4 billion AUMSEC registeredNo commissions reported Miller Investment Management, LPOne Tower Bridge, Ste 1400 · West Conshohocken, PA 19428 · (610) 834-9820 · Financial planningCRD 108380 · % of assets, Fixed fees, Performance-based fees · $7.1 billion AUMSEC registeredNo commissions reported Morgan Stanley Aip Gp LP100 Front Street, Suite 400 · West Conshohocken, PA 19428 · (610) 260-7600 · Flat / fixed feesCRD 117050 · % of assets, Fixed fees, Performance-based fees · $40.9 billion AUMSEC registeredNo commissions reported Peteralexander15 Union Hill Road, Suite 200 · West Conshohocken, PA 19428 · (610) 940-1441 · Financial planningCRD 308142 · Hourly charges, Fixed fees, OtherState registeredNo commissions reported Sage Financial Group INC.Five Tower Bridge, 300 Barr Harbor Drive, Suite 200 · West Conshohocken, PA 19428 · (484) 342-4400 · Financial planningCRD 116574 · % of assets, Fixed fees, Performance-based fees · $4.3 billion AUMSEC registeredNo commissions reported Tower Bridge Advisors300 Barr Harbor Drive, Suite 705 · West Conshohocken, PA 19428 · (610) 260-2200 · Financial planningCRD 115700 · % of assets, Fixed fees, Performance-based fees · $1.5 billion AUMSEC registeredNo commissions reported Verdis Investment Management, LLCOne Tower Bridge, 100 Front Street, Suite 1150 · West Conshohocken, PA 19428 · (610) 397-1600 · Financial planningCRD 134445 · % of assets, Fixed fees, Performance-based fees · $497.0 million AUMSEC registeredNo commissions reported

Talking to advisers in West Conshohocken? 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.