Ege Advisors, Ltd. is a large advisory firm based in King Of Prussia. It manages $208.99 million of regulatory assets for 1,932 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Delaware, Florida, and 8 other states.
Ege Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ege Advisors, Ltd. is $208.99 million. The firm's AUM has grown by 248% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ege Advisors, Ltd. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William Bruce Fretz has been acting as President since 1 Feb 1999. Gregory Joseph Berlacher joined the executive team most recently as the President And Chief Compliance Officer.
The principal office where Ege Advisors, Ltd. performs its advisory services is located at 1150 First Avenue, Suite 600, King Of Prussia, PA 19406, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-783-1800 or by fax 610-783-4780. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.