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 $459,965,766 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 | $459,965,766 |
No. of Clients | 27 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 27 | $459,965,766 |
Pension and profit sharing plans | 15 | $331,934,197 |
Corporations or other businesses | 1 | $103,887,115 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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