NATIONAL PENN CAPITAL ADVISORS, INC.

NATIONAL PENN CAPITAL ADVISORS
DOYLESTOWN, Pennsylvania·2 registered advisors·CRD# 112477
SEC# 801-57306215-230-7171
01

Firm Overview

AUM
$1.0B
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Commissions
Other: MUTUAL FUND 12B-1 FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at NATIONAL PENN CAPITAL ADVISORS, INC.

2 registered advisors
Donald P Worthington
DOYLESTOWN, Pennsylvania
Gary Rhoads
DOYLESTOWN, Pennsylvania
05

Office Locations

DOYLESTOWN, Pennsylvania
2 advisors

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Data sourced from SEC Form ADV filings. NATIONAL PENN CAPITAL ADVISORS, INC. (CRD# 112477) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.