Logan Capital Management, Inc.

Logan Capital Management, Inc. (CRD# 108893) is a financial advisory firm headquartered in Newtown Square, PA. They manage $2,239,723,684 in 1,370 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,240
    MILLION
  • Total Number of Accounts
    1,370
    ACCOUNTS
  • Average Account Value
    $1,634,835
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 investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, WY

Financial Advisors at Logan Capital Management, Inc.
Showing 1 - 10 of 15 top financial advisors.
1
Al Besse
CRD#: 2450385
3843 West Chester Pike, Suite 150, Newtown Square, PA 19073

Al Besse (CRD# 2450385) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Newtown Square, PA and has over 27 years of experience in the finance industry.

2
Merton W. Breisch
CRD#: 2684935
3843 West Chester Pike, Suite 150, Newtown Square, PA 19073

Merton Breisch (CRD# 2684935) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Newtown Square, PA and has over 25 years of experience in the finance industry.

3
Richard E. Buchwald
CRD#: 2735357
3843 West Chester Pike, Suite 150, Newtown Square, PA 19073

Richard Buchwald (CRD# 2735357) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Newtown Square, PA and has over 25 years of experience in the finance industry.

4
Peter F. Cooke
CRD#: 1511338
3843 West Chester Pike, Suite 150, Newtown Square, PA 19073

Peter Cooke (CRD# 1511338) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Newtown Square, PA and has over 35 years of experience in the finance industry.

5
Julie D. Kelly
CRD#: 4622856
3843 West Chester Pike, Suite 150, Newtown Square, PA 19073

Julie Kelly (CRD# 4622856) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Newtown Square, PA and has over 18 years of experience in the finance industry.

6
Joseph W. Langella
CRD#: 2585658
3843 West Chester Pike, Suite 150, Newtown Square, PA 19073

Joseph Langella (CRD# 2585658) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Newtown Square, PA and has over 26 years of experience in the finance industry.

7
Stephen S. Lee
CRD#: 2154460
1650 Market Street, Suite 5200, Philadelphia, PA 19103

Stephen Lee (CRD# 2154460) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Philadelphia, PA and has over 30 years of experience in the finance industry.

8
Craig W. Reynolds
CRD#: 374619
3843 West Chester Pike, Suite 150, Newtown Square, PA 19073

Craig Reynolds (CRD# 374619) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Newtown Square, PA and has over 33 years of experience in the finance industry.

9
Jennifer A. Rosen
CRD#: 3076703
3843 West Chester Pike, Suite 150, Newtown Square, PA 19073

Jennifer Rosen (CRD# 3076703) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Newtown Square, PA and has over 8 years of experience in the finance industry.

10
Dana H. Stewardson
CRD#: 1340176
1650 Market Street, Suite 5200, One Liberty Place, Philadelphia, PA 19103

Dana Stewardson (CRD# 1340176) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Philadelphia, PA and has over 36 years of experience in the finance industry.

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