Investment Sciences Inc (Jenkintown)

Investment Sciences Inc is a large advisory firm based in Jenkintown. It manages $25 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

Investment Sciences provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investment Sciences: assets under management

The assets under management (AUM) of Investment Sciences Inc is $25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.25 million each.

Investment Sciences has custody of $12 million in cash and securities for 10 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Investment Sciences 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.

Careers at Investment Sciences Inc

Charles Sheppard has been acting as President since 1 Dec 1995. Charles Bradford Sheppard joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Strick	Shareholder	1 Dec 1969	Other	xxx-xx-xxxx
Charles Sheppard	President	1 Dec 1995	50% - 75%	1554643
Charles Bradford Sheppard	President	1 Dec 1995	50% - 75%	1554643

Based in Jenkintown

The principal office where Investment Sciences Inc performs its advisory services is located at 261 Old York Road, Ste 623, Jenkintown, PA 19046, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.