DOWNTOWN ASSOCIATES, L.L.C.

KENNETT SQUARE, Pennsylvania·6 registered advisors·CRD# 136111
SEC# 802-1130180610-925-3480
01

Firm Overview

AUM
$35M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Other: PERFORMANCE-BASED ALLOCATIONS
03

Specialties

Retirement Planning
04

Advisors at DOWNTOWN ASSOCIATES, L.L.C.

6 registered advisors
Alfred Lee Loomis Iii
KENNETT SQUARE, Pennsylvania
Brian Christopher Schartz
KENNETT SQUARE, Pennsylvania
David Charles Smith
KENNETT SQUARE, Pennsylvania
Emily Jane Hannum
KENNETT SQUARE, Pennsylvania
Glenn Jordan Goldstein
KENNETT SQUARE, Pennsylvania
Ronald John Juvonen
KENNETT SQUARE, Pennsylvania
05

Office Locations

KENNETT SQUARE, Pennsylvania
6 advisors

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Data sourced from SEC Form ADV filings. DOWNTOWN ASSOCIATES, L.L.C. (CRD# 136111) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.