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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Edward Mcerlane has been acting as President since 1 Jun 1998. Terri Lynn Payne joined the executive team most recently as the Finop.
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.