Claim Profile
PM

Patricia S. Mccabe

KILLEN GROUP INC·BERWYN, Pennsylvania
Unclaimed Profile
1189 LANCASTER AVE, BERWYN, PA 19312-1298CRD# 4847860Firm CRD# 110421
01

About

Patricia S. Mccabe is a registered financial advisor based in BERWYN, Pennsylvania, affiliated with KILLEN GROUP INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
KILLEN GROUP INC
KILLEN GROUP INC
AUM
$2.6B
Regulatory assets under management
Employees
13
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4847860
Firm CRD# 110421
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BERWYN?

Browse all registered financial advisors in BERWYN, Pennsylvania or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Patricia S. Mccabe offer?
Patricia S. Mccabe specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BERWYN, Pennsylvania for a consultation.
What are Patricia S. Mccabe's credentials?
Patricia S. Mccabe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia S. Mccabe located?
Patricia S. Mccabe is based in BERWYN, Pennsylvania, working with KILLEN GROUP INC. Their office serves clients in the BERWYN metropolitan area and surrounding communities.
How does Patricia S. Mccabe charge for services?
Patricia S. Mccabe's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KILLEN GROUP INC?
KILLEN GROUP INC has approximately 13 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty