Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are charged for investment advisory services based on a percentage of assets under management. Financial planning and consulting fees are negotiable. The firm also receives administrative fees from affiliated private funds. Tax preparation services are offered for a separate fee.
Areas of Practice
Advisor Information
Office location
Circa Centre, 2929 Arch Street, Suite 650, Philadelphia, PA, 19104
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David serves as a director for Bryn Mawr, a publicly traded bank and trust company, since 2005. He spends a few hours per week on this activity, with minimal time during securities trading hours.