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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 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.

Firm Information

SEC Current StatusApproved
Firm CRD#463
SEC#801-7258
Assets Managed by Firm$73,000,611,319
No. of Clients216397
No. of Advisors2242

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Commision Based
  • Other(FEE PLUS COMMISSION)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total216397$73,000,611,319
Individuals (other than high net worth individuals)144885$19,028,907,837
High net worth individuals67852$42,670,010,793
Pension and profit sharing plans772$8,020,651,638
Charitable organizations1526$1,278,517,906
Corporations or other businesses1252$1,645,638,926

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