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ADDISON CAPITAL, LLC
ADDISON CAPITAL, LLC
ADDISON CAPITAL
CONSHOHOCKEN, Pennsylvania
·
2 registered advisors
·
CRD# 144853
SEC# 801-68352
0
215-563-6919
01
Firm Overview
AUM
$747M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ADDISON CAPITAL, LLC
2 registered advisors
Michael Alan Church
CONSHOHOCKEN, Pennsylvania
CRD# 4936122
Steven Richard Benjamin
CONSHOHOCKEN, Pennsylvania
CFA
CRD# 4845229
05
Office Locations
CONSHOHOCKEN, Pennsylvania
2 advisors
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Data sourced from SEC Form ADV filings. ADDISON CAPITAL, LLC (CRD# 144853) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.