PhiladeLPhia Brokerage Corporation is an adviser based in Radnor. It manages $42.48 million of regulatory assets for 343 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida, Maryland, New Jersey, and Pennsylvania.
PhiladeLPhia Brokerage Corporation provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of PhiladeLPhia Brokerage Corporation is $42.48 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay PhiladeLPhia Brokerage Corporation for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where PhiladeLPhia Brokerage Corporation performs its advisory services is located at 2 Radnor Corporate Center, Radnor, PA 19087, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-975-9990 or by fax 610-975-9993. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at www.philadelphiabrokerage.com.