Neshaminy Creek Advisors
Neshaminy Creek Advisors (CRD# 291848) is a financial advisory firm headquartered in , . They manage $12,695,905 in 124 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Neshaminy Creek Advisors
By the Numbers
-
Total Assets Under Management13MILLION
-
Total Number of Accounts124ACCOUNTS
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Average Account Value$102,386
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Neshaminy Creek Advisors
1
Patrick Clark (CRD# 2394596) is an Investment Advisor Representative working at Neshaminy Creek Advisors in Bensalem, PA and has over 16 years of experience in the finance industry.
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