AdvisorOS Directory
Claim Profile
DR

David Michael Raszeja

PENN MUTUAL ASSET MANAGEMENT, LLC·CONSHOHOCKEN, Pennsylvania
Unclaimed Profile
EIGHT TOWER BRIDGE, CONSHOHOCKEN, PA 19428CRD# 6038855Firm CRD# 107518
01

About

David Michael Raszeja is a registered financial advisor based in CONSHOHOCKEN, Pennsylvania, affiliated with PENN MUTUAL ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
PENN MUTUAL ASSET MANAGEMENT, LLC
PENN MUTUAL ASSET MANAGEMENT, LLC
AUM
$33.7B
Regulatory assets under management
Employees
33
Total firm employees
View all advisors at PENN MUTUAL ASSET MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6038855
Firm CRD# 107518
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CONSHOHOCKEN?

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

Browse CONSHOHOCKEN AdvisorsAre you this advisor? Claim profile

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 David Michael Raszeja offer?
David Michael Raszeja specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CONSHOHOCKEN, Pennsylvania for a consultation.
What are David Michael Raszeja's credentials?
David Michael Raszeja is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Michael Raszeja located?
David Michael Raszeja is based in CONSHOHOCKEN, Pennsylvania, working with PENN MUTUAL ASSET MANAGEMENT, LLC. Their office serves clients in the CONSHOHOCKEN metropolitan area and surrounding communities.
How does David Michael Raszeja charge for services?
David Michael Raszeja's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PENN MUTUAL ASSET MANAGEMENT, LLC?
PENN MUTUAL ASSET MANAGEMENT, LLC has approximately 33 employees and manages $33.7B 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 →
Other advisors in CONSHOHOCKEN
Edward Crawley Rorer — KATAMA GP LLCMark William Giovanniello — KATAMA GP LLCCharles Michael Barrett — KATAMA GP LLCErik Brooks Granade — KATAMA GP LLCEric Copeland Brown — KATAMA GP LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)BERWYN (136)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile