Addison Capital

Addison Capital (CRD# 144853) is a financial advisory firm headquartered in Conshohocken, PA. They manage $746,977,083 in 458 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
20 Ash Street, Suite 330, Conshohocken, PA 19428
https://www.linkedin.com/company/229403/
By the Numbers
  • Total Assets Under Management
    747
    MILLION
  • Total Number of Accounts
    458
    ACCOUNTS
  • Average Account Value
    $1,630,954
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NH, NJ, NY, PA, SC, TX

Financial Advisors at Addison Capital
Showing 1 - 2 of 2 top financial advisors.
1
Michael Church, financial advisor Conshohocken PA
Michael A. Church
CRD#: 4936122
20 Ash Street, Suite 330, Conshohocken, PA 19428

Michael Church (CRD# 4936122) is an Investment Advisor Representative working at Addison Capital in Conshohocken, PA and has over 6 years of experience in the finance industry.

2
Steven Benjamin, financial advisor Conshohocken PA
Steven R. Benjamin
CRD#: 4845229
20 Ash Street, Suite 330, Conshohocken, PA 19428

Steven Benjamin (CRD# 4845229) is an Investment Advisor Representative working at Addison Capital in Conshohocken, PA and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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