Spagnola Cosack Inc (Fort Washington)

Spagnola Cosack Inc is an investment adviser to a business development company based in Fort Washington. It manages $3.81 billion of regulatory assets for 102 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

Spagnola Cosack provides portfolio management for businesses and institutional clients and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Spagnola Cosack: assets under management

The assets under management (AUM) of Spagnola Cosack Inc is $3.81 billion. The firm's AUM has grown by 27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.76 billion in discretionary accounts and $46.13 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $37.26 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $46.13 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Spagnola Cosack Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.

Careers at Spagnola Cosack Inc

John Stephen Spagnola has been acting as President since 1 Nov 1992. John Michael Cosack joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Stephen Spagnola	President	1 Nov 1992	50% - 75%	1249893
John Michael Cosack	Vice president	1 Nov 1992	50% - 75%	1131117

Based in Fort Washington

The principal office where Spagnola Cosack Inc performs its advisory services is located at 425 Commerce Drive, Fort Washington, PA 19034, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.