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Home > Retirement Planners > pennsylvania > philadelphia > XPONANCE, INC.
XPONANCE, INC.
1845 Walnut Street
Suite 800
Philadelphia, Pennsylvania 19103
Tel: 215-567-1100
About XPONANCE, INC.
XPONANCE, INC, formally registered with the SEC as XPONANCE, INC. The firm was established in 03/04/1996. They have over 2 offices throughout the country.
XPONANCE, INC. is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $16,611,528,774 assets under management, offering retirement planning & investment advisory services to 127 clients. The firm is staffed with 39 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111126 |
| SEC# | 801-51407 |
| Assets Managed by Firm | $16,611,528,774 |
| No. of Clients | 127 |
| No. of Advisors | 39 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 127 | $16,611,528,774 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $375,596 |
| High net worth individuals | Fewer than 5 clients | $1,520,069 |
| Pension and profit sharing plans | 21 | $1,249,345,938 |
| Charitable organizations | 28 | $908,117,216 |
| Corporations or other businesses | 15 | $1,046,297,027 |
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