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David Fleisher Ii

PENN INVESTMENT ADVISORS, INC.·BALA CYNWYD, Pennsylvania
Unclaimed Profile
1 BELMONT AVE, BALA CYNWYD, PA 19004CRD# 1845151Firm CRD# 151715
01

About

David Fleisher Ii is a registered financial advisor based in BALA CYNWYD, Pennsylvania, affiliated with PENN INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PENN INVESTMENT ADVISORS, INC.
PENN INVESTMENT ADVISORS, INC.
AUM
$574M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at PENN INVESTMENT ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1845151
Firm CRD# 151715
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Fleisher Ii offer?
David Fleisher Ii specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BALA CYNWYD, Pennsylvania for a consultation.
What are David Fleisher Ii's credentials?
David Fleisher Ii is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Fleisher Ii located?
David Fleisher Ii is based in BALA CYNWYD, Pennsylvania, working with PENN INVESTMENT ADVISORS, INC.. Their office serves clients in the BALA CYNWYD metropolitan area and surrounding communities.
How does David Fleisher Ii charge for services?
David Fleisher Ii's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PENN INVESTMENT ADVISORS, INC.?
PENN INVESTMENT ADVISORS, INC. has approximately 9 employees and manages $574M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BALA CYNWYD
Ira Mark Lubert — QUAKER PARTNERS MANAGEMENT L.P.Seth Jonathan Lehr — QUAKER PARTNERS MANAGEMENT L.P.Michelle Woods Vaughn — QUAKER PARTNERS MANAGEMENT L.P.Alan Cletus Heuberger — HAMILTON LANE ADVISORS LLCKarl J Hartmann — FRANKLIN PARK ASSOCIATES, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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