Widmann, Siff & Co., Inc. is a large advisory firm based in Exton. It manages $304.76 million of regulatory assets for 549 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, District of Columbia, Florida, and 15 other states.
Widmann, Siff & Co. provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Widmann, Siff & Co., Inc. is $304.76 million. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Widmann, Siff & Co., Inc. for their services and products based on a percentage of assets under management. 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.
Marjorie Elizabeth Widmann has been acting as President since 1 Oct 1986. James Edward Gibson has served as the Chief Investment Officer since 1 Sep 2007. Valley Forge Asset Management Corp. joined the executive team most recently as the Owner.
The principal office where Widmann, Siff & Co., Inc. performs its advisory services is located at 717 Constitution Drive, Exton, PA 19341, which is also the mailing address of the firm. An additional office of the firm is in Evanston, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-321-6020 or by fax 610-321-9875. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.widmannsiff.com.