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
By the Numbers
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Total Assets Under Management747MILLION
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Total Number of Accounts458ACCOUNTS
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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
Registered Investment Advisor
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
1
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 (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.
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