Fraley Iii, Philip G is a large advisory firm based in Chadds Ford. It manages $300 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018.
Fraley Iii, Philip G provides portfolio management for individuals and small businesses. 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 Fraley Iii, Philip G is $300 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Fraley Iii, Philip G for their services and products based on a percentage of assets under management. 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.
The only and largest group of clients of Fraley Iii, Philip G is high net worth individuals with 1 clients and $300 million of assets under management. Among the 6 most similar advisory firms, Fraley Iii, Philip G has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $300 million for 1 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Fraley Iii, Philip G doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Fraley Iii, Philip G performs its advisory services is located at 225 Wilmington West Chester Pike, Suite 200, Chadds Ford, PA 19317, 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 6104704028. The normal business hours are 8am-5pm on Monday - Friday.