Overview
Assets Under Management: $992 million
Headquarters: BERWYN, PA
High-Net-Worth Clients: 189
Average Client Assets: $4.0 million
Frequently Asked Questions
KISTLER-TIFFANY 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 #145256), KISTLER-TIFFANY ADVISORS is subject to fiduciary duty under federal law.
KISTLER-TIFFANY ADVISORS is headquartered in BERWYN, PA.
KISTLER-TIFFANY ADVISORS serves 189 high-net-worth clients according to their SEC filing dated April 17, 2023. View client details ↓
According to their SEC Form ADV, KISTLER-TIFFANY ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
KISTLER-TIFFANY ADVISORS manages $992 million in client assets according to their SEC filing dated April 17, 2023.
According to their SEC Form ADV, KISTLER-TIFFANY ADVISORS 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: 189
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.37%
Average Client Assets: $4.0 million
Total Client Accounts: 1,422
Discretionary Accounts: 1,413
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 145256
Filing ID: 1752879
Last Filing Date: 2023-04-17 11:54:00