Investment adviser · CRD 100
1914 ADVISORS
Investment adviser filing (IA)
BOENNING & SCATTERGOOD, INC.
WEST CONSHOHOCKEN, PA, United States · Form ADV filed Aug 25, 2022
- Regulatory AUM
- $1.16B Form ADV · Item 5.F
- Client accounts
- 1,321 Accounts, not individual clients
- Employees
- 76 Reported in this filing
- Advisory professionals
- 33 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 330 | $892,484,025 | 77.1% |
| Individuals | 604 | $212,081,531 | 18.3% |
| Charities | 15 | $30,592,717 | 2.6% |
| Corporations & businesses | 9 | $19,062,041 | 1.6% |
| Retirement plans | Fewer than 5 | $3,401,671 | 0.3% |
Filing source
Form ADV 1671784 · Aug 25, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 25, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
FOUR TOWER BRIDGE, 200 BARR HARBOR DRIVE, SUITE 300WEST CONSHOHOCKEN, PA, 19428, United States
CRD 100
Filing source
Form ADV 1671784 · Aug 25, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.