Overview
Assets Under Management: $685 million
Headquarters: WEST CONSHOHOCKEN, PA
High-Net-Worth Clients: 66
Average Client Assets: $2.7 million
Frequently Asked Questions
1914 ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #100), 1914 ADVISORS is subject to fiduciary duty under federal law.
1914 ADVISORS is headquartered in WEST CONSHOHOCKEN, PA.
1914 ADVISORS serves 66 high-net-worth clients according to their SEC filing dated August 30, 2018. View client details ↓
According to their SEC Form ADV, 1914 ADVISORS offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
1914 ADVISORS manages $685 million in client assets according to their SEC filing dated August 30, 2018.
According to their SEC Form ADV, 1914 ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.91%
Average Client Assets: $2.7 million
Total Client Accounts: 892
Discretionary Accounts: 579
Non-Discretionary Accounts: 313
Regulatory Filings
CRD Number: 100
Filing ID: 1238427
Last Filing Date: 2018-08-30 14:45:00