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ADDISON CAPITAL

Tel: 215-563-6919
20 Ash Street
Suite 330
Conshohocken, Pennsylvania  19428

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ADDISON CAPITAL

ADDISON CAPITAL is a Conshohocken, Pennsylvania based financial advisory firm with nearly $746,977,083 in assets under management and provides investment advisory services for 458 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

144853

SEC#:

801-68352

No. of Clients:

458

Assets under Management

$746,977,083

No. of Advisors:

4

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