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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 $650,583,870 assets under management, offering retirement planning & investment advisory services to 485 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 | $650,583,870 |
| No. of Clients | 485 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 485 | $650,583,870 |
| Individuals (other than high net worth individuals) | 131 | $29,935,584 |
| High net worth individuals | 88 | $304,405,746 |
| Pension and profit sharing plans | $7,142,221 | |
| Charitable organizations | Fewer than 5 clients | $2,711,373 |
| Corporations or other businesses | Fewer than 5 clients | $3,870,210 |
More Retirement Planning firms in Conshohocken, Pennsylvania:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $6,649,219,111,273 | 208 | 675 | |
| $856,992,911,981 | 330 | 586 | |
| $420,303,833,453 | 80 | 101 | |
| $337,512,332,679 | 151 | 201 | |
| $299,191,714,649 | 634470 | 2124 |
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