AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia, PA / Amalgamated Bank
Financial advisors in Philadelphia, PA using Amalgamated Bank
4 SEC-registered investment advisory firms headquartered in the Philadelphia, PA metro area name Amalgamated Bank as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| MMA Asset Management LLC | Conshohocken | SEC-registered investment adviser | $500 million to $1 billion |
| Morningside Asset Management | Wilmington | SEC-registered investment adviser | $100 million to $500 million |
| Old Glory Asset Management LLC | Malvern | SEC-registered investment adviser | $500 million to $1 billion |
| Villanova Investment Management Company, LLC | Wayne | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Amalgamated Bank nationwide
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AdvisorCensus. Financial advisors in Philadelphia, PA using Amalgamated Bank. https://advisorcensus.com/advisors/pa/philadelphia/custodians/amalgamated-bank https://advisorcensus.com/advisors/pa/philadelphia/custodians/amalgamated-bank