OWLS NEST PARTNERS - Financial Advisor in Pennsylvania, Chadds Ford

Tel: (484) 352-1110 223 Wilmington-West Chester Pike Suite 300 Chadds Ford, Pennsylvania 19317-9711

About OWLS NEST PARTNERS

OWLS NEST PARTNERS is a Chadds Ford, Pennsylvania based financial advisory firm with nearly $472,944,049 in assets under management and provides investment advisory services for 16 clients. There are currently 12 financial advisors at the firm.

General Information

Firm CRD#:

289811

Firm SEC#:

801-120755

Assets Under Management:

$472,944,049

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Performance Based

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