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Towercrest Capital Management, LLC
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Newtown, Pennsylvania
$461.2 million AUM
1 office

Towercrest Capital Management, LLC is based in Newtown, Pennsylvania and has $461.2 million in assets under management.

Location
41 University Drive
Suite 400
Newtown, PA 18940
$461.2 million
AUM
2
Employees
AUM Share
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$461,187,756
Assets under management
972 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 52 $18,756,785 4% $360,707
High net worth individuals 31 $176,971,050 38% $5,708,744
Pension and profit sharing plans 3 $10,920,472 2% $3,640,157
Other investment advisers 1 $254,539,449 55% $254,539,449
Employees Share
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2
Employees
2
Investment analysts
100% of total employees
AUM per employee Share
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$461,187,756
Assets under management
$230,593,878
AUM per employee
$230,593,878
AUM per investment analyst
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Compensation

Towercrest Capital Management, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
Services offered

Towercrest Capital Management, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Firm data Share
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CRD number 152,069
SEC number 801-80857
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date March 27, 2020

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