ALMANACK INVESTMENT PARTNERS

656 E Swedesford Road
Suite 301
Wayne, Pennsylvania 19087
Tel: 484-580-2277

About ALMANACK INVESTMENT PARTNERS

ALMANACK INVESTMENT PARTNERS, formally registered with the SEC as ALMANACK INVESTMENT PARTNERS. The firm was established in 02/12/2016. They have over 6 offices throughout the country.

ALMANACK INVESTMENT PARTNERS is a Wayne, Pennsylvania based Financial Planning firm with nearly $802,193,139 assets under management, offering retirement planning & investment advisory services to 2044 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282428
SEC#	801-107186
Assets Managed by Firm	$802,193,139
No. of Clients	2044
No. of Advisors	22

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2044	$802,193,139
Individuals (other than high net worth individuals)	353	$184,135,330
High net worth individuals	187	$407,563,151
Charitable organizations	22	$7,730,060
Corporations or other businesses	17	$168,007,941

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