5 Great Valley Parkway
Suite 326
Malvern, Pennsylvania 19355
Tel: 610-648-3860
OLD GLORY ASSET MANAGEMENT LLC, formally registered with the SEC as OLD GLORY ASSET MANAGEMENT LLC. The firm was established in 04/03/2003. They have over 2 offices throughout the country.
OLD GLORY ASSET MANAGEMENT LLC is a Malvern, Pennsylvania based Financial Planning firm with nearly $405,472,493 assets under management, offering retirement planning & investment advisory services to 27 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 126013 |
SEC# | 801-61882 |
Assets Managed by Firm | $405,472,493 |
No. of Clients | 27 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 27 | $405,472,493 |
Pension and profit sharing plans | 15 | $305,734,686 |
Corporations or other businesses | 1 | $73,461,979 |
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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