CHECK IF YOU QUALIFY- Total no. of Employees: 2137
- No. of Employees performing investment advisory functions: 1179
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:
Firm Client Information:
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 203125 | $81,346,579,088 |
| Individuals (other than high net worth individuals) | 130080 | $18,930,442,520 |
| High net worth individuals | 69690 | $49,405,238,741 |
| Pension and profit sharing plans | 740 | $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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|---|---|---|---|---|---|
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