Advisorport, Inc. (King Of Prussia)


Advisorport, Inc. is a large advisory firm based in King Of Prussia. It manages $3.09 billion of regulatory assets for 19,502 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Logo

Advisorport provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Advisorport: assets under management

The assets under management (AUM) of Advisorport, Inc. is $3.09 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 412% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3.09 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $158.58 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Advisorport, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Advisorport, Inc.

Gregory Scott Horn has been acting as President since 1 Aug 1999. Robert Lawson Tuleya joined the executive team most recently as the Chief Legal Officer.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Gregory Scott Horn Ceo/director 1 Aug 1999 Other 1186796
Kent George Bonniwell Senior vp 1 Aug 1999 Other 4369378
John Patrick Collins Senior vp 1 Sep 1999 Other 2295567
Stephen John Deangelis President/director 1 Oct 1999 Other 2665422
Christopher Michael Carpenter Senior vp, coo, cfo, secretary, treasurer 1 Nov 1999 Other 2442555
Anthony Chough Svp/cto 1 Nov 2000 Other 4725952
Richard E. Lucas Executive vp/director 1 Oct 2003 Other 4725793
Thomas Patrick Sholes Executive vp/director 1 Oct 2003 Other 1561893
Inc. Pfpc Worldwide Owner 1 Oct 2003 75% - 100% 51-0385751
Nicholas Michael Marsini Director 1 Oct 2003 Other 1481177
Inc. Pnc Global Investment Servicing Owner 1 Oct 2003 75% - 100% 51-0385751
Michael Timothy Brophy Chief compliance officer 1 Mar 2004 Other 2573291
Christopher Scott Conner Chief compliance officer 1 Nov 2004 Other 2239639
Joseph Jerome Dorovich Chief compliance officer 1 Jan 2005 Other 2784018
Gerald Paul Dimarco Chief compliance officer 1 Feb 2005 Other 2899722
Renee J Bowen Vice president, operations 1 Feb 2006 Other 2038446
Regina Marie Griffith Chief compliance officer 1 Feb 2006 Other 1128113
Carl Frank Shultz Senior vice president, operations 1 Jul 2006 Other 2557326
Leigh Doran Lament Chief compliance officer 1 May 2007 Other 4917366
Anthony Joseph Harper President/director 1 Jul 2007 Other 2920075
Eric Arthur Schaefer Senior vice president of investment research 1 Nov 2007 Other 1973813
Karen Rabb Chief operations officer 1 Mar 2008 Other 5503600
Robert Lawson Tuleya Chief legal officer 1 Dec 2008 Other 5648666

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. The Pnc Financial Services Group Owner 1 Dec 1999 75% - 100% 47-0731996
Llc Pnc Holdings Owner 1 Mar 2003 75% - 100% 51-0337069

Based in King Of Prussia

The principal office where Advisorport, Inc. performs its advisory services is located at 760 Moore Road, King Of Prussia, PA 19406, 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 610-382-7700 or by fax 610-382-8830. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.advisorport.com.