CENTERSQUARE INVESTMENT MANAGEMENT LLC

Eight Tower Bridge
161 Washington Street, 7th Floor
Conshohocken, Pennsylvania 19428
Tel: 610-834-9500

About CENTERSQUARE INVESTMENT MANAGEMENT LLC

CENTERSQUARE INVESTMENT MANAGEMENT LLC, formally registered with the SEC as CENTERSQUARE INVESTMENT MANAGEMENT LLC. The firm was established in 10/27/2017. They have over 5 offices throughout the country.

CENTERSQUARE INVESTMENT MANAGEMENT LLC is a Conshohocken, Pennsylvania based Financial Planning firm with nearly $13,493,087,310 assets under management, offering retirement planning & investment advisory services to 138 clients. The firm is staffed with 94 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290078
SEC#	801-111965
Assets Managed by Firm	$13,493,087,310
No. of Clients	138
No. of Advisors	94

Fee Structure

A percentage of AUM
Performance Based
Other (FEES BASED ON RENTAL INCOME GENERATED BY REAL ESTATE INVESTMENTS)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (INDEX MAINTENANCE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	138	$13,493,087,310
Pension and profit sharing plans	25	$3,670,858,158
Charitable organizations	4	$223,772,690
Other investment advisers	4	$111,759,617
Corporations or other businesses	2	$19,111,241

More Retirement Planning firms in Conshohocken, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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