Overview
Assets Under Management: $169 million
Headquarters: WAYNE, PA
High-Net-Worth Clients: 36
Average Client Assets: $3.6 million
Frequently Asked Questions
ARTHUR E SPELLISSY & ASSOCIATES INC 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 #106650), ARTHUR E SPELLISSY & ASSOCIATES INC is subject to fiduciary duty under federal law.
ARTHUR E SPELLISSY & ASSOCIATES INC is headquartered in WAYNE, PA.
ARTHUR E SPELLISSY & ASSOCIATES INC serves 36 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, ARTHUR E SPELLISSY & ASSOCIATES INC offers portfolio management for individuals. View all service details ↓
ARTHUR E SPELLISSY & ASSOCIATES INC manages $169 million in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, ARTHUR E SPELLISSY & ASSOCIATES INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.15%
Average Client Assets: $3.6 million
Total Client Accounts: 109
Discretionary Accounts: 4
Non-Discretionary Accounts: 105
Regulatory Filings
CRD Number: 106650
Filing ID: 1201535
Last Filing Date: 2018-03-30 10:08:00