Unclaimed Profile

Richard Drew Hughes

ALMANACK INVESTMENT PARTNERS, LLC·WEST CONSHOHOCKEN, Pennsylvania

SIE, Series 7, Series 7TO, Series 24, Series 63, Series 65Clean record33 years registeredALMANACK INVESTMENT PARTNERS, LLC

200 BARR HARBOR DRIVE, SUITE 400, WEST CONSHOHOCKEN, PA 19428CRD# 1338811Firm CRD# 282428

Profile Verification

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

Identity

Richard Drew Hughes · WEST CONSHOHOCKEN, PA

Registration

CRD #1338811 · ALMANACK INVESTMENT PARTNERS, LLC · 33 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALMANACK INVESTMENT PARTNERS, LLC

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Jun 2021 – Oct 2021

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Jun 2020 – Jun 2021

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WEALTHCARE CAPITAL MANAGEMENT LLC

Jul 2019 – Jun 2020

Newport Beach, CA

EMPENNAGE WEALTH PARTNERS, LLC

Jul 2018 – Jun 2019

COATESVILLE, PA

ALMANACK INVESTMENT PARTNERS

Mar 2016 – Dec 2016

CONSHOHOCKEN, PA

SPIRE WEALTH MANAGEMENT, LLC

Jun 2015 – Mar 2016

HAVERFORD, PA

EDELMAN FINANCIAL SERVICES LLC

Feb 2014 – Jan 2015

CONSHOHOCKEN, PA

MERION WEALTH PARTNERS, LLC

Jan 2012 – Sep 2012

BERWYN, PA

ENVESTNET ASSET MANAGEMENT, INC.

Aug 2007 – Dec 2009

BERWYN, PA

1838 INVESTMENT ADVISORS,LP

Jun 2004 – Jan 2005

KING OF PRUSSIA, PA

RITTENHOUSE ASSET MANAGEMENT, INC.

Dec 1992 – Jan 2004

RADNOR, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Series 65

Registration record

First registered · December 7, 1992

Years registered · 33

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALMANACK INVESTMENT PARTNERS, LLC

CRD 282428 · SEC 801-107186

AUM

$802M

Regulatory assets under management

Employees

2,044 client accounts

Services offered by ALMANACK INVESTMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ALMANACK INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Richard Drew Hughes offer?

Richard Drew Hughes specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Richard Drew Hughes's credentials?

Richard Drew Hughes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Drew Hughes located?

Richard Drew Hughes is based in WEST CONSHOHOCKEN, Pennsylvania, last registered with ALMANACK INVESTMENT PARTNERS, LLC.

How does Richard Drew Hughes charge for services?

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

How large is ALMANACK INVESTMENT PARTNERS, LLC?

ALMANACK INVESTMENT PARTNERS, LLC has approximately 22 employees and manages $802M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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