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JANNEY MONTGOMERY SCOTT LLC

1717 Arch Street
Philadelphia, Pennsylvania 19103
Tel: 215-665-6000

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About JANNEY MONTGOMERY SCOTT LLC

JANNEY MONTGOMERY SCOTT LLC, formally registered with the SEC as JANNEY MONTGOMERY SCOTT LLC. The firm was established in 03/08/1971. They have over 131 offices throughout the country.

JANNEY MONTGOMERY SCOTT LLC is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $85,895,170,425 assets under management, offering retirement planning & investment advisory services to 226034 clients. The firm is staffed with 2295 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#463
SEC#801-7258
Assets Managed by Firm$85,895,170,425
No. of Clients226034
No. of Advisors2295

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Commission Based
  • Other (FEE PLUS COMMISSION)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total226034$85,895,170,425
Individuals (other than high net worth individuals)143386$20,017,269,272
High net worth individuals78817$53,042,447,938
Pension and profit sharing plans760$8,785,833,819
Charitable organizations1653$1,611,223,472
Corporations or other businesses1303$1,879,277,267

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