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
William Fitzpatrick (CRD# 7176855) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Newtown Square, PA and has 1 year of experience in the finance industry.
Sarah Menkes (CRD# 3023227) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Newtown Square, PA and has over 4 years of experience in the finance industry.
Christopher O'keefe (CRD# 2743905) 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.
Christopher Ouimet (CRD# 2043491) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Newtown Square, PA and has 1 year of experience in the finance industry.