Urdang Securities Management Inc is a large advisory firm based in Plymouth Meeting. It manages $5.96 billion of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, New York, Pennsylvania, and Texas.
Urdang Securities Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, 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 Urdang Securities Management Inc is $5.96 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 858% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Urdang Securities Management Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Evan Scott Urdang has been acting as President since 1 Oct 1987. Pennock John Yeatman joined the executive team most recently as the Managing Director And Head Of Private Real Estate.
The principal office where Urdang Securities Management Inc performs its advisory services is located at 630 West Germantown Pike, Plymouth Meeting, PA 19462, 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 610-834-9500 or by fax 610-834-9505. The normal business hours are 8:30am-5:30pm on Monday - Friday. You can find more information about the New York firm at www.urdang.com.