AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia, PA / Principal Custody Solutions
Financial advisors in Philadelphia, PA using Principal Custody Solutions
3 SEC-registered investment advisory firms headquartered in the Philadelphia, PA metro area name Principal Custody Solutions as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Birch Run Investments, LLC | Exton | SEC-registered investment adviser | $100 million to $500 million |
| Philadelphia Investment Partners, LLC | Voorhees | SEC-registered investment adviser | $100 million to $500 million |
| 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. Principal Custody Solutions nationwide
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AdvisorCensus. Financial advisors in Philadelphia, PA using Principal Custody Solutions. https://advisorcensus.com/advisors/pa/philadelphia/custodians/principal-custody-solutions https://advisorcensus.com/advisors/pa/philadelphia/custodians/principal-custody-solutions