Logan Capital Management, Inc.
Logan Capital Management, Inc. (CRD# 108893) is a financial advisory firm headquartered in Newtown Square, PA. They manage $2,459,101,392 in 1,730 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management2,459MILLION
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Total Number of Accounts1,730ACCOUNTS
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Average Account Value$1,421,446
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Al Besse (CRD# 2450385) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Newtown Square, PA and has over 30 years of experience in the finance industry.
Merton Breisch (CRD# 2684935) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Newtown Square, PA and has over 28 years of experience in the finance industry.
Richard Buchwald (CRD# 2735357) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Newtown Square, PA and has over 28 years of experience in the finance industry.
Peter Cooke (CRD# 1511338) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Newtown Square, PA and has over 37 years of experience in the finance industry.
Julie Kelly (CRD# 4622856) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Newtown Square, PA and has over 21 years of experience in the finance industry.
Joseph Langella (CRD# 2585658) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Newtown Square, PA and has over 28 years of experience in the finance industry.
Stephen Lee (CRD# 2154460) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Newtown Square, PA and has over 32 years of experience in the finance industry.
Jennifer Rosen (CRD# 3076703) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Newtown Square, PA and has over 11 years of experience in the finance industry.
Dana Stewardson (CRD# 1340176) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Philadelphia, PA and has over 39 years of experience in the finance industry.
Christopher Travers (CRD# 1563648) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Newtown Square, PA and has over 16 years of experience in the finance industry.