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NATIONAL PENN CAPITAL ADVISORS, INC.
NATIONAL PENN CAPITAL ADVISORS, INC.
NATIONAL PENN CAPITAL ADVISORS
DOYLESTOWN, Pennsylvania
·
2 registered advisors
·
CRD# 112477
SEC# 801-57306
215-230-7171
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 Planning
Investment Management
Wealth Management
04
Advisors at NATIONAL PENN CAPITAL ADVISORS, INC.
2 registered advisors
Donald P Worthington
DOYLESTOWN, Pennsylvania
CRD# 4411890
Gary Rhoads
DOYLESTOWN, Pennsylvania
CRD# 5117378
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
.