Overview
Assets Under Management: $633 million
Headquarters: NEWTOWN, PA
High-Net-Worth Clients: 36
Average Client Assets: $4 million
Frequently Asked Questions
TOWERCREST CAPITAL MANAGEMENT, 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 #152069), TOWERCREST CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TOWERCREST CAPITAL MANAGEMENT, LLC is headquartered in NEWTOWN, PA.
TOWERCREST CAPITAL MANAGEMENT, LLC serves 36 high-net-worth clients according to their SEC filing dated October 22, 2024. View client details ↓
According to their SEC Form ADV, TOWERCREST CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
TOWERCREST CAPITAL MANAGEMENT, LLC manages $633 million in client assets according to their SEC filing dated October 22, 2024.
According to their SEC Form ADV, TOWERCREST CAPITAL MANAGEMENT, 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
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.41
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,558
Discretionary Accounts: 1,558
Regulatory Filings
CRD Number: 152069
Last Filing Date: 2024-10-22 00:00:00
Website: https://towercrestcapital.com