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Joseph Francis Monahan

CONESTOGA CAPITAL ADVISORS, LLC·WAYNE, Pennsylvania
Unclaimed Profile
CROSSPOINT AT VALLEY FORGE, WAYNE, PA 19087CRD# 1842974Firm CRD# 111750
01

About

Joseph Francis Monahan is a registered financial advisor based in WAYNE, Pennsylvania, affiliated with CONESTOGA CAPITAL ADVISORS, LLC. 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
CONESTOGA CAPITAL ADVISORS, LLC
CONESTOGA CAPITAL ADVISORS, LLC
AUM
$7.8B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at CONESTOGA CAPITAL ADVISORS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1842974
Firm CRD# 111750
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Francis Monahan offer?
Joseph Francis Monahan specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WAYNE, Pennsylvania for a consultation.
What are Joseph Francis Monahan's credentials?
Joseph Francis Monahan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Francis Monahan located?
Joseph Francis Monahan is based in WAYNE, Pennsylvania, working with CONESTOGA CAPITAL ADVISORS, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.
How does Joseph Francis Monahan charge for services?
Joseph Francis Monahan'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 CONESTOGA CAPITAL ADVISORS, LLC?
CONESTOGA CAPITAL ADVISORS, LLC has approximately 17 employees and manages $7.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WAYNE
Robert Michael Mitchell — CONESTOGA CAPITAL ADVISORS, LLCWilliam Conaway Martindale — ADONDO CORPORATIONDuane Randall Dorazio — CONESTOGA CAPITAL ADVISORS, LLCMichelle Lynn Patterson — CONESTOGA CAPITAL ADVISORS, LLCRichard John Pinola — GPS INVESTMENT GROUP LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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