ADDISON CAPITAL
Conshohocken, Pennsylvania
Addison Capital, a small investment advisory firm based out of Conshohocken, PA, specializes in providing comprehensive financial solutions to individual clients. With a team of four dedicated professionals, three of whom offer investment advisory services, they strive to deliver personalized strategies tailored to each client's unique financial goals.
Known for their expertise and commitment to client success, Addison Capital manages an impressive $39,690,000 in assets under management per investment advisor on average. Their compensation structure is flexible, offering options such as a percentage of assets under management, ho...
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Assets Under Mgmt
$650.58M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
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