PhiladeLPhia Corporation For Investment Services (Wayne)

Name: PhiladeLPhia Corporation For Investment Services
Address: 170 South Warner Road, Wayne, PA, 19087
Telephone: 610-975-9100

PhiladeLPhia Corporation For Investment Services is a large advisory firm based in Wayne. It manages $117.2 million of regulatory assets for 248 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alaska, Arizona, California, and 17 other states.

PhiladeLPhia Corporation For Investment Services provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

PhiladeLPhia Corporation For Investment Services: assets under management

The assets under management (AUM) of PhiladeLPhia Corporation For Investment Services is $117.2 million. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $47.11 million in discretionary accounts and $70.09 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $501.21 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $455.1 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay PhiladeLPhia Corporation For Investment Services for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at PhiladeLPhia Corporation For Investment Services

James Edward Mcerlane has been acting as President since 1 Jun 1998. Terri Lynn Payne joined the executive team most recently as the Finop.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Chester Valley Bancorp Inc	Sole owner	1 Jun 1998	75% - 100%	23-2598554
Albert Louis Denton	President, director, ceo, clo, cco	1 Jun 1998	Other	1321620
Spencer Disston Iii Wright	Chairman emeritus, director	1 Jun 1998	Other	602932
Richard Wayne Raffety	Senior vice president, director	1 Jun 1998	Other	370067
Vernon Charles Walker	Senior vice president, director, srop	1 Jun 1998	Other	457384
Frederick August Bluefeld	Vice president, director	1 Jun 1998	Other	1077653
Philip Joseph Baldassari	Senior vice president, director	1 Jun 1998	Other	705809
Jan Robert Carr	Vice president, crop	1 Jun 1998	Other	1180822
James Edward Mcerlane	Director	1 Jun 1998	Other	3071197
Robert Joseph Bradbury	Director	1 Jun 1998	Other	500347
Edward Turner Borer	Chairman, director, asst cfo	1 Jan 2000	Other	26171
Kathleen Donnelly Hartung	Cfo, treasurer	1 Jan 2000	Other	2083970
Donna Marie Coughey	Director	1 Jan 2001	Other	xxx-xx-xxxx
Matthew Daniel Kelly	President, director, coo	1 Jun 2003	Other	4361186
Inc. Uvest Financial Services Group	Shareholder	1 Jul 2005	75% - 100%	13787
Willow Grove Bancorp	Sole owner	1 Aug 2005	75% - 100%	80-0334942
Denise Maroon Abood	Finop	1 Oct 2005	Other	4763124
Inc. Uvest Financial Services Group	Shareholder	1 Mar 2006	75% - 100%	13787
Dan Hogan Jr Arnold	Director	1 Mar 2006	Other	2557410
Jan Robert Carr	President, ceo,chief compliance officer, compliance registered options principal	1 Jun 2006	Other	1180822
Matthew Daniel Kelly	Director	1 Jun 2006	Other	4361186
Willow Grove Bank Corp	Option owner	1 Jul 2006	Other	80-0034942
Terri Lynn Payne	Finop	1 Jan 2007	Other	1355533

Based in Wayne

The principal office where PhiladeLPhia Corporation For Investment Services performs its advisory services is located at 170 South Warner Road, Wayne, PA 19087, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-975-9100 or by fax 610-975-4376. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.philacorp.com.