1914 Advisors (West Conshohocken)

Name: 1914 Advisors
Address: Four Tower Bridge, 200 Barr Harbor Drive, West Conshohocken, PA, 19428
Telephone: 610-832-1212

1914 Advisors is a large advisory firm based in West Conshohocken. It manages $129.13 million of regulatory assets for 134 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Arizona, California, and 11 other states.

1914 Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

1914 Advisors: assets under management

The assets under management (AUM) of 1914 Advisors is $129.13 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $8.61 million in discretionary accounts and $120.52 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $156.46 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.53 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay 1914 Advisors for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at 1914 Advisors

Kathy Marie Wilhelm has been acting as President since 1 Jan 1994. Harold Francis Jr Scattergood joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas John Chancler	Director, chief compliance officer	1 Apr 1990	Other	44417
Kathy Marie Wilhelm	Director	1 Jan 1994	Other	1247737
James Thomas Mclaughlin	Sr vice pres--director	1 Apr 1999	Other	329258
Louis Edward Depaul	Srop	1 Oct 2000	Other	710807
Lisa Ann Donovan	Crop	1 Sep 2005	Other	2116754
Craig Vincent Burdulis	Municipal principal	1 Jan 2006	Other	1054954
Michael Anthony Galantino	Director	1 Feb 2006	Other	1277218
Dale Robert Weigand	Director, chief financial officer	1 Jun 2006	Other	1374549
John Joseph Chuff	Director, chief operating officer	1 Jun 2006	Other	1205736
Donald Lee Ibach	Finop	1 Jul 2006	Other	1724550
Boenning & Scattergood Holdings	Holding co of boenning & scattergood inc	1 Jan 2007	75% - 100%	20-5811385
James Stewart Still	Director	1 May 2007	Other	5083890
Stacey Jean Rivkin	Cco- investment adviser	1 Sep 2007	Other	xxx-xx-xxxx
Harold Francis Jr Scattergood	Director	1 Dec 2007	Other	412133

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Harold Francis Jr Scattergood	Chairman/ceo	1 Jan 2007	50% - 75%	412133

Based in West Conshohocken

The principal office where 1914 Advisors performs its advisory services is located at Four Tower Bridge, 200 Barr Harbor Drive, West Conshohocken, PA 19428, 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 610-832-1212 or by fax 610-832-1232. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at boenningandscattergood.com/.