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Irving Magee Investment Management, LLC (Conshohocken)


Irving Magee Investment Management, LLC is a large advisory firm based in Conshohocken. It manages $269.07 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Pennsylvania.

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Irving Magee Investment Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and 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.

Irving Magee Investment Management: assets under management

The assets under management (AUM) of Irving Magee Investment Management, LLC is $269.07 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 174% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $269.07 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $67.27 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Irving Magee Investment Management, LLC 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.

Based in Conshohocken

The principal office where Irving Magee Investment Management, LLC performs its advisory services is located at 101 W. Elm Street, Conshohocken, PA 19428, 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 215.545.1970 or by fax 215.558.2170. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at irvingmagee.com.


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