PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC

2 Bala Plaza Suite 604
Bala Cynwyd, Pennsylvania 19004
Tel: 215-564-5750

About PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC

PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC, formally registered with the SEC as PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC. The firm was established in 04/16/2018. They have over 2 offices throughout the country.

PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC is a Bala Cynwyd, Pennsylvania based Financial Planning firm with nearly $47,948,516 assets under management, offering retirement planning & investment advisory services to 62 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	294016
SEC#	801-112861
Assets Managed by Firm	$47,948,516
No. of Clients	62
No. of Advisors	2

Fee Structure

A percentage of AUM
Other (CONCESSIONS PAID BY ISSUERS OF SECURITIES SOLD TO CLIENTS)

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	62	$47,948,516
Individuals (other than high net worth individuals)	40	$6,373,307
High net worth individuals	19	$38,176,816
Charitable organizations	1	$396,568
Corporations or other businesses	1	$2,931,403

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SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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