Be advised. This firm is no longer registered.

1914 Advisors

1914 Advisors (CRD# 100) is a financial advisory firm headquartered in West Conshohocken, PA. They manage $1,157,621,985 in 1,321 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,158
    MILLION
  • Total Number of Accounts
    1,321
    ACCOUNTS
  • Average Account Value
    $876,322
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at 1914 Advisors
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.