CONESTOGA CAPITAL ADVISORS, LLC

Crosspoint At Valley Forge
550 E. Swedesford Rd. Suite 120
Wayne, Pennsylvania 19087
Tel: 484-654-1380

About CONESTOGA CAPITAL ADVISORS, LLC

CONESTOGA CAPITAL ADVISORS, LLC, formally registered with the SEC as CONESTOGA CAPITAL ADVISORS, LLC. The firm was established in 04/18/2001. They have over 1 offices throughout the country.

CONESTOGA CAPITAL ADVISORS, LLC is a Wayne, Pennsylvania based Financial Planning firm with nearly $8,756,199,619 assets under management, offering retirement planning & investment advisory services to 247 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111750
SEC#	801-60133
Assets Managed by Firm	$8,756,199,619
No. of Clients	247
No. of Advisors	18

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	247	$8,756,199,619
Individuals (other than high net worth individuals)	35	$9,409,585
High net worth individuals	153	$528,559,267
Pension and profit sharing plans	9	$473,717,681
Charitable organizations	26	$619,030,924
Corporations or other businesses	1	$11,618,945

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