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BISHOP & ASSOCIATES INC
1900 Market Street
Fl 8
Philadelphia, Pennsylvania 19103
Tel: 215-568-5450
About BISHOP & ASSOCIATES INC
BISHOP & ASSOCIATES INC, formally registered with the SEC as BISHOP & ASSOCIATES INC. The firm was established in 03/01/1950. They have over 1 offices throughout the country.
BISHOP & ASSOCIATES INC is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $103,580,000 assets under management, offering retirement planning & investment advisory services to 57 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105257 |
| SEC# | 801-454 |
| Assets Managed by Firm | $103,580,000 |
| No. of Clients | 57 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- 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 | 57 | $103,580,000 |
| Individuals (other than high net worth individuals) | 35 | $18,650,000 |
| High net worth individuals | 7 | $21,100,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $5,425,000 |
| Charitable organizations | Fewer than 5 clients | $8,135,000 |
| Corporations or other businesses | Fewer than 5 clients | $50,270,000 |
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