Wilmerding & Associates Inc. (West Conshohocken)

Wilmerding & Associates Inc. is a large advisory firm based in West Conshohocken. It manages $43.34 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

Wilmerding & Associates provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wilmerding & Associates: assets under management

The assets under management (AUM) of Wilmerding & Associates Inc. is $43.34 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -86% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $43.34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.41 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wilmerding & Associates Inc. for their services and products based on a percentage of assets under management and fixed fees. 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.

Careers at Wilmerding & Associates Inc.

David Richmond Wilmerding has been acting as President since 1 Feb 1989. Mary Elizabeth Creigh Pfeil has served as the Chief Investment Officer since 1 Aug 2000. Sheila Marie Heenan joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Richmond Wilmerding	Chairman	1 Feb 1989	Other	4375612
Joseph Eugene Vardaro	President	1 Jan 2000	Other	1054095
Elizabeth Mason Thun	Shareholder	1 Mar 2000	Other	4375582
George Clyde Mason	President peoples bank	1 Mar 2000	Other	322212
Pa Peoples Bank Of Oxford	Shareholder	1 Mar 2000	75% - 100%	23-0962050
Mary Elizabeth Creigh Pfeil	Chief investment officer	1 Aug 2000	Other	4375639
Peter Adamson Thompson	President & ceo	1 Aug 2003	Other	1197625
Alexandra King	Shareholder	1 Aug 2003	Other	1796181
John J F Sherrerd	Shareholder	1 Aug 2003	Other	1795718
Ltd. Coho Partners	Shareholder	1 Aug 2003	75% - 100%	111335
Alexandra King Thompson	Shareholder	1 Aug 2003	Other	1796181
John Jacob Foulkrod Sherrerd	Shareholder	1 Aug 2003	Other	1795718
Sheila Marie Heenan	Chief compliance officer	1 Mar 2004	Other	4780902

Based in West Conshohocken

The principal office where Wilmerding & Associates Inc. performs its advisory services is located at One Tower Bridge, West Conshohocken, PA 19428, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.