Brokerage Advisory Services Corp. is a large advisory firm based in Willow Grove. It manages $75 million of regulatory assets for 144 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, New Jersey, and Pennsylvania.
Brokerage Advisory Services Corp provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brokerage Advisory Services Corp. is $75 million. The firm's AUM has grown by 72% 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 Brokerage Advisory Services Corp. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
Elliott Dennis Freiberg has been acting as President since 1 Nov 1994. John Robert Schwartz joined the executive team most recently as the Vice President.
The principal office where Brokerage Advisory Services Corp. performs its advisory services is located at 907 North Easton Road, Willow Grove, PA 19090, which is also the mailing address of the firm. An additional office of the firm is in Lake Worth, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 215-657-6900 or by fax 215-830-8779. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.bascorp.com.