Unclaimed Profile

Al Besse

LOGAN CAPITAL MANAGEMENT, INC.·NEWTOWN SQUARE, Pennsylvania

Clean recordLOGAN CAPITAL MANAGEMENT, INC.

3843 WEST CHESTER PIKE, NEWTOWN SQUARE, PA 19073CRD# 2450385Firm CRD# 108893

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Al Besse · NEWTOWN SQUARE, PA

Registration

CRD #2450385 · LOGAN CAPITAL MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Al Besse is a registered financial advisor based in NEWTOWN SQUARE, Pennsylvania, affiliated with LOGAN CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LOGAN CAPITAL MANAGEMENT, INC.

AUM

$2.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at LOGAN CAPITAL MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Market timing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2450385

Firm CRD# 108893

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Al Besse offer?

Al Besse specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWTOWN SQUARE, Pennsylvania for a consultation.

What are Al Besse's credentials?

Al Besse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Al Besse located?

Al Besse is based in NEWTOWN SQUARE, Pennsylvania, working with LOGAN CAPITAL MANAGEMENT, INC.. Their office serves clients in the NEWTOWN SQUARE metropolitan area and surrounding communities.

How does Al Besse charge for services?

Al Besse's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LOGAN CAPITAL MANAGEMENT, INC.?

LOGAN CAPITAL MANAGEMENT, INC. has approximately 35 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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