ADDISON CAPITAL is a CONSHOHOCKEN, Pennsylvania based financial advisory firm with nearly $746,977,083 in assets under management and provides investment advisory services for 458 clients. There are currently 4 financial advisors at the firm.
General Information |
| Firm CRD#: | 144853 | |
| SEC#: | 801-68352 | |
| Assets under Management: | $746,977,083 | |
| No. of Clients: | 458 | |
| No. of Advisors: | 4 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors | |
| Fee Structure: | A percentage of AUM, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| JANNEY MONTGOMERY SCOTT LLC | 463 | 801-7258 | 226034 | 2295 | $85,895,170,425 |
| MILL CREEK CAPITAL ADVISORS, LLC | 141470 | 801-67173 | 2081 | 43 | $8,201,352,376 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 138638 | 801-65091 | 1841 | 33 | $8,299,028,636 |
| MONONGAHELA CAPITAL MANAGEMENT | 16197 | 801-61034 | 1044 | 14 | $835,873,570 |
| CONRAD SIEGEL INVESTMENT ADVISORS | 123560 | 801-62505 | 1011 | 23 | $9,036,304,927 |
| ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC | 147982 | 801-113160 | 488 | 5 | $90,989,031 |
| PROWELL FINANCIAL MANAGEMENT, LLC | 281762 | 801-108292 | 367 | 4 | $8,094,993,369 |
| IRONVIEW CAPITAL MANAGEMENT, LLC | 150250 | 801-78950 | 355 | 11 | $850,983,461 |
| CONESTOGA CAPITAL ADVISORS, LLC | 111750 | 801-60133 | 247 | 18 | $8,756,199,619 |
| ZENITH WEALTH PARTNERS | 304732 | 801-129630 | 218 | 8 | $81,565,628 |
| LINCOLN FINANCIAL INVESTMENTS CORPORATION | 108881 | 801-23411 | 129 | 124 | $85,595,921,962 |
| FRANKLIN PARK | 126508 | 801-62046 | 47 | 29 | $8,627,543,828 |
| BERKADIA CAPITAL ADVISORS LLC | 312130 | 801-120783 | 2 | 3 | $809,166,368 |
| FS REIT ADVISOR, LLC | 306352 | 801-117727 | 1 | 117 | $8,515,726,000 |
| FS CREDIT INCOME ADVISOR, LLC | 289579 | 801-111674 | 1 | 107 | $811,979,000 |