Overview
Assets Under Management: $8.8 billion
Headquarters: WAYNE, PA
High-Net-Worth Clients: 153
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 153
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 6.04
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 247
Discretionary Accounts: 242
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 111750
Last Filing Date: 2025-01-21 00:00:00
Website: HTTPS://WWW.CONESTOGACAPITAL.COM