Preswick Capital Management, LLC is a large advisory firm based in Media. It manages $105 million of regulatory assets for 450 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Delaware, Florida, New Jersey, New York, and Pennsylvania.
Preswick Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Preswick Capital Management, LLC is $105 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Preswick Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Anthony J Gambacorta has served as the Chief Investment Officer since 1 Oct 1998. Frank Peter Orlando joined the executive team most recently as the Member.
The principal office where Preswick Capital Management, LLC performs its advisory services is located at 1400 North Providence Road, Suite 1080, Media, PA 19063, 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 610-565-3463 or by fax 610-891-0463. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.parentenet.com.