FRANKLIN PARK
Bala Cynwyd, PA
AUM
$10.21B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
29 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
610-822-0500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA, BALA CYNWYD
5 advisers found
ODYSSEY CAPITAL ADVISORS INC.
Bala Cynwyd, PA
AUM
$189.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
484-278-4497
MINERVA ADVISORS LLC
Bala Cynwyd, PA
AUM
$321.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
484-434-2258
Full profileNo website
CHARLES MANNING & ASSOCIATES, INC.
Bala Cynwyd, PA
AUM
$70.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
610-578-0750
Full profileNo website
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC
Bala Cynwyd, PA
AUM
$61.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; CONCESSIONS PAID BY ISSUERS OF SECURITIES SOLD TO CLIENTS
215-564-5750
Full profileNo website