JANNEY MONTGOMERY SCOTT LLC

1717 Arch Street
Philadelphia, Pennsylvania, 19103
Tel: 215-665-6000

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About the Firm:

JANNEY MONTGOMERY SCOTT LLC is a Philadelphia, Pennsylvania based Fee-only advisory firm with nearly $81,346,579,088 in assets under management and provides investment advisory services for 203125 clients. There are currently 2137 advisors at the firm.


Firm information:

SEC Current Status:

Approved

Firm CRD#:

463

SEC#:

801-7258

Assets Managed by Firm:

$81,346,579,088

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors, Educational seminars/workshops


Firm Employees Information:

  • Total no. of Employees: 2137
  • No. of Employees performing investment advisory functions: 1179

Firm Client Information:

No. of ClientsAUM
Firm Total203125$81,346,579,088
Individuals (other than high net worth individuals)130080$18,930,442,520
High net worth individuals69690$49,405,238,741
Pension and profit sharing plans740$9,418,671,464
Charitable organizations 1349$1,390,257,542
Corporations or other businesses 1162$1,793,568,282

Compensation and Fees:

Compensation Methods:

A percentage of AUM, Fixed fees, Commision Based, Other (Fee plus commission)

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