
| Revenue | $10 - $100 million See Exact Annual Revenue |
|---|---|
| Employees | 10 - 100Exact Company Size |
| Primary Industry | 523 Securities, Commodity Contracts & Other Financial Investments |
| Additional NAICS Codes | 52392 Portfolio Management |
| Address | 1845 Walnut Street Suite 800 Philadelphia, PA 19103 |
| Xponance | Revenue Est. ($ Million) | Growth Rate (%) | # Employees |
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| 2025 | $10 - $100 million Details in Premium Report | ||
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| Xponance P&L | $ Millions |
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| Trademark | Date |
|---|---|
| YOUR SUCCESS OUR PASSION Financial services, namely, financial management and advisory services; financial services, namely, asset and portfolio management and advisory services; financial services, namely, providing information, historical performance data, and analytics in the field of finance; financial services, namely, investments of funds and advice relating to investment strategies, asset valuations, and equity, fixed income, derivative and alternative investments; financial services, namely, capital allocations and advice relating to investment strategies; financial services, namely, securities trading and investor services in the nature of the management of portfolio and fund assets, and investment analysis | 08/14/2019 |
| XPONANCE Financial services, namely, financial management and advisory services; Financial services, namely, asset and portfolio management and advisory services; Financial services, namely, providing information, historical performance data, and analytics in the field of finance; Financial services, namely, investments of funds and advice relating to investment strategies, asset valuations, and equity, fixed income, derivative and alternative investments; Financial services, namely, capital allocations and advice relating to investment strategies; Financial services, namely, securities trading and investor services in the nature of the management of portfolio and fund assets, and investment analysis | 08/14/2019 |
| FIS GROUP Investment services provided to institutional investors, namely, asset management, investment advisory, and investment consulting services | 08/18/2008 |
| Company | Headquarters | Revenue ($ MM) |
|---|---|---|
| CITIGROUP | Stamford, CT | 100 |
| FEDERAL HOME LOAN MORTGAGE | Mc Lean, VA | 78 |
| ADVISORTRUST | Sioux Falls, SD | 63 |
| STONEX GROUP | New York, NY | 59 |
| FIDELITY WORKPLACE SERVICES | Boston, MA | 37 |
| MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF | New York, NY | 36 |
| RITE-VALUE PHARMACY | Louisa, KY | 28 |
| GOLDMAN SACHS ASSET MANAGEMENT | New York, NY | 26 |
| TMH | Chattanooga, TN | 16 |
| Company | Headquarters | Revenue ($ MM) |
|---|---|---|
| JANNEY MONTGOMERY SCOTT | Philadelphia, PA | 100 |
| BDP INTERNATIONAL | Philadelphia, PA | 60 |
| HUNTSWORTH GROUP | Philadelphia, PA | 51 |
| CIRA SQUARE MASTER TENANT | Philadelphia, PA | 28 |
| FS INVESTMENTS | Philadelphia, PA | 18 |
| ABERDEEN STANDARD INVESTMENTS | Philadelphia, PA | 11 |
| Company | Headquarters | Revenue ($ MM) |
|---|---|---|
| LOCAL 342 HEALTH CARE FUND & RETAIL | Philadelphia, PA | 100 |
| CSS INDUSTRIES | Philadelphia, PA | 36 |
| JEVS HUMAN SERVICES | Philadelphia, PA | 19 |
| NEWCOURTLAND APARTMENTS AT CLIVEDEN | Philadelphia, PA | 2 |
| WILLIG WILLIAMS & DAVIDSON | Philadelphia, PA | 1 |
| Company | Revenue ($ MM) |
|---|---|
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