PhiladeLPhia Corporation For Investment Services (Wayne)


PhiladeLPhia Corporation For Investment Services is a large advisory firm based in Wayne. It manages $117.2 million of regulatory assets for 248 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alaska, Arizona, California, and 17 other states.

PhiladeLPhia Corporation For Investment Services 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.

PhiladeLPhia Corporation For Investment Services: assets under management

The assets under management (AUM) of PhiladeLPhia Corporation For Investment Services is $117.2 million. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $47.11 million in discretionary accounts and $70.09 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $501.21 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $455.1 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay PhiladeLPhia Corporation For Investment Services for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at PhiladeLPhia Corporation For Investment Services

James Edward Mcerlane has been acting as President since 1 Jun 1998. Terri Lynn Payne joined the executive team most recently as the Finop.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Chester Valley Bancorp Inc Sole owner 1 Jun 1998 75% - 100% 23-2598554
Albert Louis Denton President, director, ceo, clo, cco 1 Jun 1998 Other 1321620
Spencer Disston Iii Wright Chairman emeritus, director 1 Jun 1998 Other 602932
Richard Wayne Raffety Senior vice president, director 1 Jun 1998 Other 370067
Vernon Charles Walker Senior vice president, director, srop 1 Jun 1998 Other 457384
Frederick August Bluefeld Vice president, director 1 Jun 1998 Other 1077653
Philip Joseph Baldassari Senior vice president, director 1 Jun 1998 Other 705809
Jan Robert Carr Vice president, crop 1 Jun 1998 Other 1180822
James Edward Mcerlane Director 1 Jun 1998 Other 3071197
Robert Joseph Bradbury Director 1 Jun 1998 Other 500347
Edward Turner Borer Chairman, director, asst cfo 1 Jan 2000 Other 26171
Kathleen Donnelly Hartung Cfo, treasurer 1 Jan 2000 Other 2083970
Donna Marie Coughey Director 1 Jan 2001 Other xxx-xx-xxxx
Matthew Daniel Kelly President, director, coo 1 Jun 2003 Other 4361186
Inc. Uvest Financial Services Group Shareholder 1 Jul 2005 75% - 100% 13787
Willow Grove Bancorp Sole owner 1 Aug 2005 75% - 100% 80-0334942
Denise Maroon Abood Finop 1 Oct 2005 Other 4763124
Inc. Uvest Financial Services Group Shareholder 1 Mar 2006 75% - 100% 13787
Dan Hogan Jr Arnold Director 1 Mar 2006 Other 2557410
Jan Robert Carr President, ceo,chief compliance officer, compliance registered options principal 1 Jun 2006 Other 1180822
Matthew Daniel Kelly Director 1 Jun 2006 Other 4361186
Willow Grove Bank Corp Option owner 1 Jul 2006 Other 80-0034942
Terri Lynn Payne Finop 1 Jan 2007 Other 1355533

Based in Wayne

The principal office where PhiladeLPhia Corporation For Investment Services performs its advisory services is located at 170 South Warner Road, Wayne, PA 19087, 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 610-975-9100 or by fax 610-975-4376. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.philacorp.com.

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