Almanack Investment Partners

Almanack Investment Partners (CRD# 282428) is a financial advisory firm headquartered in Conshohocken, PA. They manage $425,000,000 in 470 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    425
    MILLION
  • Total Number of Accounts
    470
    ACCOUNTS
  • Average Account Value
    $904,255
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, LA, PA

Financial Advisors at Almanack Investment Partners
Showing 1 - 7 of 7 top financial advisors.
1
James W. Judge
CRD#: 4818175
Eight Tower Bridge, 161 Washington Street, Suite 580, Conshohocken, PA 19428
96
Wealthminder
score

James Judge (CRD# 4818175) is an Investment Advisor Representative working at Almanack Investment Partners in Conshohocken, PA and has over 12 years of experience in the finance industry.

2
Robert S. Pulsifer
CRD#: 2600289
Eight Tower Bridge, 161 Washington Street, Suite 580, Conshohocken, PA 19428
96
Wealthminder
score

Robert Pulsifer (CRD# 2600289) is an Investment Advisor Representative working at Almanack Investment Partners in Conshohocken, PA and has over 21 years of experience in the finance industry. Robert Pulsifer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kevin R. Harper
CRD#: 5507287
Eight Tower Bridge, 161 Washington Street, Suite 580, Conshohocken, PA 19428
93
Wealthminder
score

Kevin Harper (CRD# 5507287) is an Investment Advisor Representative working at Almanack Investment Partners in Conshohocken, PA and has over 7 years of experience in the finance industry.

4
Richard D. Hughes
CRD#: 1338811
Eight Tower Bridge, 161 Washington Street, Suite 580, Conshohocken, PA 19428
93
Wealthminder
score

Richard Hughes (CRD# 1338811) is an Investment Advisor Representative working at Almanack Investment Partners in Conshohocken, PA and has over 25 years of experience in the finance industry.

5
Michael C. McConahy
CRD#: 5587133
Eight Tower Bridge, 161 Washington Street, Suite 580, Conshohocken, PA 19428
93
Wealthminder
score

Michael McConahy (CRD# 5587133) is an Investment Advisor Representative working at Almanack Investment Partners in Conshohocken, PA and has over 8 years of experience in the finance industry.

6
H Clark Gaines Jr
CRD#: 3245027
4309 Bluebonnet Blvd., Baton Rouge, LA 70809
90
Wealthminder
score

H Clark Gaines Jr (CRD# 3245027) is an Investment Advisor Representative working at Almanack Investment Partners in Baton Rouge, LA and has over 4 years of experience in the finance industry.

7
Daniel C. Guy
CRD#: 6369748
Eight Tower Bridge, 161 Washington Street, Suite 580, Conshohocken, PA 19428
88
Wealthminder
score

Daniel Guy (CRD# 6369748) is an Investment Advisor Representative working at Almanack Investment Partners in Conshohocken, PA and has over 2 years of experience in the finance industry.

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