1717 Arch Street
Philadelphia, Pennsylvania 19103
Tel: 215-665-6000
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 119 offices throughout the country.
JANNEY MONTGOMERY SCOTT LLC is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $73,000,611,319 assets under management, offering retirement planning & investment advisory services to 216397 clients. The firm is staffed with 2242 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 463 |
SEC# | 801-7258 |
Assets Managed by Firm | $73,000,611,319 |
No. of Clients | 216397 |
No. of Advisors | 2242 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 216397 | $73,000,611,319 |
Individuals (other than high net worth individuals) | 144885 | $19,028,907,837 |
High net worth individuals | 67852 | $42,670,010,793 |
Pension and profit sharing plans | 772 | $8,020,651,638 |
Charitable organizations | 1526 | $1,278,517,906 |
Corporations or other businesses | 1252 | $1,645,638,926 |
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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