TOWERCREST CAPITAL MANAGEMENT, LLC

41 University Drive
Suite 400
Newtown, Pennsylvania 18940
Tel: 215-809-2000

About TOWERCREST CAPITAL MANAGEMENT, LLC

TOWERCREST CAPITAL MANAGEMENT, LLC, formally registered with the SEC as TOWERCREST CAPITAL MANAGEMENT, LLC. The firm was established in 01/22/2015. They have over 1 offices throughout the country.

TOWERCREST CAPITAL MANAGEMENT, LLC is a Newtown, Pennsylvania based Financial Planning firm with nearly $633,019,384 assets under management, offering retirement planning & investment advisory services to 1558 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152069
SEC#	801-80857
Assets Managed by Firm	$633,019,384
No. of Clients	1558
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1558	$633,019,384
Individuals (other than high net worth individuals)	45	$18,292,903
High net worth individuals	33	$124,065,566
Other investment advisers	2	$490,660,915

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