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CONTEXT INSURANCE STRATEGIES, LLC
CONTEXT INSURANCE STRATEGIES, LLC
BALA CYNWYD, Pennsylvania
·
2 registered advisors
·
CRD# 299605
SEC# 801-114404
0
610-538-6100
01
Firm Overview
AUM
$13M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at CONTEXT INSURANCE STRATEGIES, LLC
2 registered advisors
Andrew John Sterge
BALA CYNWYD, Pennsylvania
CRD# 2434154
Derek David Wood
BALA CYNWYD, Pennsylvania
CRD# 6544838
05
Office Locations
BALA CYNWYD, Pennsylvania
2 advisors
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Data sourced from SEC Form ADV filings. CONTEXT INSURANCE STRATEGIES, LLC (CRD# 299605) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.