AdvisorOS Directory
Claim Profile
DS

Dana Haines Stewardson

LOGAN CAPITAL MANAGEMENT, INC.·NEWTOWN SQUARE, Pennsylvania
Unclaimed Profile
3843 WEST CHESTER PIKE, NEWTOWN SQUARE, PA 19073CRD# 1340176Firm CRD# 108893
01

About

Dana Haines Stewardson 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
LOGAN CAPITAL MANAGEMENT, INC.
LOGAN CAPITAL MANAGEMENT, INC.
AUM
$2.5B
Regulatory assets under management
Employees
35
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1340176
Firm CRD# 108893
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWTOWN SQUARE?

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

Browse NEWTOWN SQUARE 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 Dana Haines Stewardson offer?
Dana Haines Stewardson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWTOWN SQUARE, Pennsylvania for a consultation.
What are Dana Haines Stewardson's credentials?
Dana Haines Stewardson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dana Haines Stewardson located?
Dana Haines Stewardson 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 Dana Haines Stewardson charge for services?
Dana Haines Stewardson'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEWTOWN SQUARE
Paul Flick Strid — STRID GROUP, LLCSteven Conway Graham — GRAHAM PARTNERS, INC.Al Besse — LOGAN CAPITAL MANAGEMENT, INC.Stephen Subers Lee — LOGAN CAPITAL MANAGEMENT, INC.Erik Ortlieb Strid — STRID GROUP, 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile