Ege Advisors, Ltd. (King Of Prussia)

Ege Advisors, Ltd. is a large advisory firm based in King Of Prussia. It manages $208.99 million of regulatory assets for 1,932 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Delaware, Florida, and 8 other states.

Ege Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ege Advisors: assets under management

The assets under management (AUM) of Ege Advisors, Ltd. is $208.99 million. The firm's AUM has grown by 248% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $195.68 million in discretionary accounts and $13.31 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $333.36 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $9.9 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ege Advisors, Ltd. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ege Advisors, Ltd.

William Bruce Fretz has been acting as President since 1 Feb 1999. Gregory Joseph Berlacher joined the executive team most recently as the President And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ege Special Purpose Corp.	General partner	1 Jan 1999	Other	23-2988713
Ltd. Ege Holdings	Limited partner	1 Jan 1999	75% - 100%	23-2988714
William Bruce Fretz	President	1 Feb 1999	Other	1545760
Stephen Malcolm Squire	Chief compliance officer	1 Dec 1999	Other	1596703
Gregory Joseph Berlacher	Chief compliance officer	1 Feb 2003	Other	1929689
James Carl Baird	President	1 Apr 2003	Other	847959
Eric Michael Earnhardt	Director of compliance	1 Jul 2003	Other	1855856
Gregory Joseph Berlacher	President and chief compliance officer	1 Dec 2008	75% - 100%	1929689

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Ege Partners	General partner	1 Jan 1999	Other	23-2988715
Gregory Joseph Berlacher	Owner	1 Jan 1999	75% - 100%	1929689

Based in King Of Prussia

The principal office where Ege Advisors, Ltd. performs its advisory services is located at 1150 First Avenue, Suite 600, King Of Prussia, PA 19406, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-783-1800 or by fax 610-783-4780. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.