Almanack Investment Partners

Almanack Investment Partners (CRD# 282428) is a financial advisory firm headquartered in Wayne, PA. They manage $802,193,139 in 2,044 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
656 E Swedesford Road, Suite 301, Wayne, PA 19087
https://twitter.com/juntowealth
By the Numbers
  • Total Assets Under Management
    802
    MILLION
  • Total Number of Accounts
    2,044
    ACCOUNTS
  • Average Account Value
    $392,462
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 11 - 13 of 13 top financial advisors.
11
Christopher Yoder, financial advisor Wayne PA
Christopher G. Yoder
CRD#: 5593445
656 E Swedesford Road, Suite 301, Wayne, PA 19087

Christopher Yoder (CRD# 5593445) is an Investment Advisor Representative working at Almanack Investment Partners in Wayne, PA and has over 15 years of experience in the finance industry.

12
Devin Cattelan, financial advisor Wayne PA
Devin E. Cattelan
CRD#: 7771365
656 E Swedesford Road, Suite 301, Wayne, PA 19087

Devin Cattelan (CRD# 7771365) is an Investment Advisor Representative working at Almanack Investment Partners in Wayne, PA and has 1 year of experience in the finance industry.

13
Athanasios Tsirukis, financial advisor Wayne PA
Athanasios Tsirukis
CRD#: 7704625
656 E Swedesford Road, Suite 301, Wayne, PA 19087

Athanasios Tsirukis (CRD# 7704625) is an Investment Advisor Representative working at Almanack Investment Partners in Wayne, PA and has 1 year of experience in the finance industry.

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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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