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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 $13,509,668,653 assets under management, offering retirement planning & investment advisory services to 118 clients. The firm is staffed with 37 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111126 |
| SEC# | 801-51407 |
| Assets Managed by Firm | $13,509,668,653 |
| No. of Clients | 118 |
| No. of Advisors | 37 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 118 | $13,509,668,653 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $321,827 |
| High net worth individuals | Fewer than 5 clients | $1,231,467 |
| Pension and profit sharing plans | 18 | $777,534,950 |
| Charitable organizations | 21 | $641,094,645 |
| Corporations or other businesses | 15 | $927,480,603 |
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| $6,649,219,111,273 | 208 | 675 | |
| $856,992,911,981 | 330 | 586 | |
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