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ADDISON CAPITAL
20 Ash Street
Suite 330
Conshohocken, Pennsylvania 19428
Tel: 215-563-6919
About ADDISON CAPITAL
ADDISON CAPITAL, formally registered with the SEC as ADDISON CAPITAL. The firm was established in 09/27/2007. They have over 1 offices throughout the country.
ADDISON CAPITAL is a Conshohocken, Pennsylvania based Financial Planning firm with nearly $746,977,083 assets under management, offering retirement planning & investment advisory services to 458 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144853 |
| SEC# | 801-68352 |
| Assets Managed by Firm | $746,977,083 |
| No. of Clients | 458 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 458 | $746,977,083 |
| Individuals (other than high net worth individuals) | 145 | $49,494,101 |
| High net worth individuals | 79 | $279,447,031 |
| Pension and profit sharing plans | Fewer than 5 clients | $8,624,908 |
| Charitable organizations | Fewer than 5 clients | $3,730,361 |
| Corporations or other businesses | Fewer than 5 clients | $2,059,167 |
More Retirement Planning firms in Conshohocken, Pennsylvania:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $333,066,527,268 | 804462 | 2107 | |
| $194,796,322,013 | 93301 | 411 |
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