Advisorport, Inc. is a large advisory firm based in King Of Prussia. It manages $3.09 billion of regulatory assets for 19,502 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Advisorport provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Advisorport, Inc. is $3.09 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 412% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Advisorport, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Gregory Scott Horn has been acting as President since 1 Aug 1999. Robert Lawson Tuleya joined the executive team most recently as the Chief Legal Officer.
The principal office where Advisorport, Inc. performs its advisory services is located at 760 Moore Road, King Of Prussia, PA 19406, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-382-7700 or by fax 610-382-8830. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.advisorport.com.