BEACH INVESTMENT COUNSEL, INC

300 Barr Harbor Drive
Suite 220
West Conshohocken, Pennsylvania 19428
Tel: 610-940-1111

About BEACH INVESTMENT COUNSEL, INC

BEACH INVESTMENT COUNSEL, INC, formally registered with the SEC as BEACH INVESTMENT COUNSEL, INC. The firm was established in 01/28/1997. They have over 1 offices throughout the country.

BEACH INVESTMENT COUNSEL, INC is a West Conshohocken, Pennsylvania based Financial Planning firm with nearly $985,459,007 assets under management, offering retirement planning & investment advisory services to 113 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107615
SEC#	801-53638
Assets Managed by Firm	$985,459,007
No. of Clients	113
No. of Advisors	10

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	113	$985,459,007
High net worth individuals	102	$770,504,201
Charitable organizations	4	$20,697,968
Corporations or other businesses	6	$138,773,729

More Retirement Planning firms in West Conshohocken, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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