Investment adviser · CRD 112477

NATIONAL PENN CAPITAL ADVISORS

Investment adviser filing (IA)

NATIONAL PENN CAPITAL ADVISORS, INC.

DOYLESTOWN, PA, United States · Form ADV filed Mar 17, 2014

Regulatory AUM
$1.01B
Form ADV · Item 5.F
Client accounts
812
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
6
Investment advisory functions

Private funds & service providers

0 Private funds

The 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 17, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Commissions

Principal office

95 NORTH BROAD ST
DOYLESTOWN, PA, 18901, United States

CRD 112477

Filing source

Form ADV 785145 · Mar 17, 2014 · 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.