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OWLS NEST PARTNERS IA, LLC
OWLS NEST PARTNERS IA, LLC
OWLS NEST PARTNERS
CHADDS FORD, Pennsylvania
·
1 registered advisor
·
CRD# 289811
SEC# 801-120755
1
(484) 352-1110
01
Firm Overview
AUM
$389M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at OWLS NEST PARTNERS IA, LLC
1 registered advisor
David C Ferreira
CHADDS FORD, Pennsylvania
CRD# 6440848
05
Office Locations
CHADDS FORD, Pennsylvania
1 advisor
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Data sourced from SEC Form ADV filings. OWLS NEST PARTNERS IA, LLC (CRD# 289811) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.