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1914 Advisors
West Conshohocken, Pennsylvania
1914 Advisors, headquartered in West Conshohocken, PA, is a leading regional investment advisory firm. With a team of 76 dedicated professionals, including 33 skilled investment advisors, they provide comprehensive financial guidance to a diverse clientele. The firm boasts an impressive average of approximately $15,340,000 in assets under management per investment advisor.
At 1914 Advisors, their compensation structure is designed to cater to individual client needs. They offer various options, including a percentage of assets under management, hourly charges, fixed fees, and commissions. This flexible approach ensures clients re...see more
Assets Under Mgmt
$1.16B
Investment Professionals
33
Locations
9
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Other Business Activities
- Broker-dealer (Registered or unregistered)
- Registered representative of a broker-dealer
- Insurance broker or agent
- Registered municipal advisor
Disclosures
- SEC or CFTC violation of regulation or statutes
- SEC or CFTC entered an order against you in connection to investment related activities
- SEC or CFTC imposed civil money penalty or cease and desist from an activity
- Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
- Found to have been involved in a violation of self-regulatory organizations rules
- Disciplined by self-regulatory organization or commodities exchange
Reviews for 1914 Advisors
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