Spouting Rock Asset Management, LLC

Spouting Rock Asset Management, LLC (CRD# 150516) is a financial advisory firm headquartered in Bryn Mawr, PA. They manage $2,255,281 in 6 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $375,880
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

DC, NC, PA

Financial Advisors at Spouting Rock Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Blakely C. Page
CRD#: 2922955
925 W. Lancaster Ave., Suite 250, Bryn Mawr, PA 19010
93
Wealthminder
score

Blakely Page (CRD# 2922955) is an Investment Advisor Representative working at Spouting Rock Asset Management, LLC in Bryn Mawr, PA and has over 19 years of experience in the finance industry.

2
Walter W. Sezna
CRD#: 6338482
925 W. Lancaster Ave., Suite 250, Bryn Mawr, PA 19010
90
Wealthminder
score

Walter Sezna (CRD# 6338482) is an Investment Advisor Representative working at Spouting Rock Asset Management, LLC in Bryn Mawr, PA and has over 3 years of experience in the finance industry.

3
Patrick W. St Denis
CRD#: 4676848
925 W. Lancaster Ave., Suite 250, Bryn Mawr, PA 19010
87
Wealthminder
score

Patrick St Denis (CRD# 4676848) is an Investment Advisor Representative working at Spouting Rock Asset Management, LLC in Bryn Mawr, PA and has 1 year of experience in the finance industry.

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