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 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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 463 |
SEC# | 801-7258 |
Assets Managed by Firm | $85,895,170,425 |
No. of Clients | 226034 |
No. of Advisors | 2295 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 226034 | $85,895,170,425 |
Individuals (other than high net worth individuals) | 143386 | $20,017,269,272 |
High net worth individuals | 78817 | $53,042,447,938 |
Pension and profit sharing plans | 760 | $8,785,833,819 |
Charitable organizations | 1653 | $1,611,223,472 |
Corporations or other businesses | 1303 | $1,879,277,267 |
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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