Investment adviser · CRD 106650
ARTHUR E SPELLISSY & ASSOCIATES INC
Investment adviser filing (IA)
SPELLISSY ARTHUR E & ASSOCIATES INC
WAYNE, PA, United States · Form ADV filed Mar 20, 2023
- Regulatory AUM
- $156M Form ADV · Item 5.F
- Client accounts
- 82 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 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 | 31 | $140,746,696 | 90.1% |
| Individuals | 48 | $9,790,143 | 6.3% |
| Charities | 3 | $5,619,449 | 3.6% |
Filing source
Form ADV 1729840 · Mar 20, 2023 · 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: Mar 20, 2023. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
175 STRAFFORD AVE, SUITE 210WAYNE, PA, 19087, United States
CRD 106650
Filing source
Form ADV 1729840 · Mar 20, 2023 · 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.