Almanack Investment Partners

Almanack Investment Partners (CRD# 282428) is a financial advisory firm headquartered in Wayne, PA. They manage $772,464,492 in 1,891 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    772
    MILLION
  • Total Number of Accounts
    1,891
    ACCOUNTS
  • Average Account Value
    $408,495
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AZ, CA, CO, CT, DC, FL, LA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA

Financial Advisors at Almanack Investment Partners
Showing 1 - 10 of 13 top financial advisors.
1
Michael N. De Quevedo
CRD#: 2134497
656 E Swedesford Road, Suite 301, Wayne, PA 19087
2
Austen M. Delahaye
CRD#: 5634797
383 Highlandia Drive, Suite 215, Baton Rouge, LA 70810

Austen Delahaye (CRD# 5634797) is an Investment Advisor Representative working at Almanack Investment Partners in Baton Rouge, LA and has over 12 years of experience in the finance industry.

3
H Clark Gaines Jr
CRD#: 3245027
656 E Swedesford Road, Suite 301, Wayne, PA 19087

H Clark Gaines Jr (CRD# 3245027) is an Investment Advisor Representative working at Almanack Investment Partners in Wayne, PA and has over 11 years of experience in the finance industry.

4
Brendan M. Gilmore
CRD#: 840514
656 E. Swedesford Rd, Suite 301, Wayne, PA 19087

Brendan Gilmore (CRD# 840514) is an Investment Advisor Representative working at Almanack Investment Partners in Wayne, PA and has over 14 years of experience in the finance industry.

5
Kevin R. Harper
CRD#: 5507287
656 E Swedesford Road, Suite 301, Wayne, PA 19087

Kevin Harper (CRD# 5507287) is an Investment Advisor Representative working at Almanack Investment Partners in Wayne, PA and has over 14 years of experience in the finance industry.

6
Robert S. Pulsifer
CRD#: 2600289
656 E Swedesford Road, Suite 301, Wayne, PA 19087

Robert Pulsifer (CRD# 2600289) is an Investment Advisor Representative working at Almanack Investment Partners in Wayne, PA and has over 28 years of experience in the finance industry.

7
Eugene W. Stone
CRD#: 2533249
656 E Swedesford Road, 301, Wayne, PA 19087

Eugene Stone (CRD# 2533249) is an Investment Advisor Representative working at Almanack Investment Partners in Wayne, PA and has over 29 years of experience in the finance industry.

8
Kyle P. Stuckey
CRD#: 6224932
656 E Swedesford Road, Suite 301, Wayne, PA 19087

Kyle Stuckey (CRD# 6224932) is an Investment Advisor Representative working at Almanack Investment Partners in Wayne, PA and has over 10 years of experience in the finance industry.

9
Robert T. Valleau
CRD#: 5491034
656 E. Swedesford Rd, Suite 301, Wayne, PA 19087

Robert Valleau (CRD# 5491034) is an Investment Advisor Representative working at Almanack Investment Partners in Wayne, PA and has over 15 years of experience in the finance industry.

10
Eric J. Viavattene
CRD#: 4245523
656 E Swedesford Road, Suite 301, Wayne, PA 19087

Eric Viavattene (CRD# 4245523) is an Investment Advisor Representative working at Almanack Investment Partners in Wayne, PA and has over 16 years of experience in the finance industry.

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