Overview
Assets Under Management: $382 million
Headquarters: PHILADELPHIA, PA
High-Net-Worth Clients: 127
Average Client Assets: $2.2 million
Frequently Asked Questions
CORDASCO FINANCIAL NETWORK, LLC 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 #159544), CORDASCO FINANCIAL NETWORK, LLC is subject to fiduciary duty under federal law.
CORDASCO FINANCIAL NETWORK, LLC is headquartered in PHILADELPHIA, PA.
CORDASCO FINANCIAL NETWORK, LLC serves 127 high-net-worth clients according to their SEC filing dated March 22, 2018. View client details ↓
According to their SEC Form ADV, CORDASCO FINANCIAL NETWORK, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CORDASCO FINANCIAL NETWORK, LLC manages $382 million in client assets according to their SEC filing dated March 22, 2018.
According to their SEC Form ADV, CORDASCO FINANCIAL NETWORK, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 127
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.27%
Average Client Assets: $2.2 million
Total Client Accounts: 1,144
Discretionary Accounts: 995
Non-Discretionary Accounts: 149
Regulatory Filings
CRD Number: 159544
Filing ID: 1163600
Last Filing Date: 2018-03-22 18:06:00