Marsden John Richard Jr is a large advisory firm based in Erie. It manages $34.95 million of regulatory assets for 190 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.
Marsden John Richard Jr 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 Marsden John Richard Jr is $34.95 million. The firm's AUM has grown by 26% 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 Marsden John Richard Jr for their services and products based on a percentage of assets under management, hourly charges, and commissions. 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.
John Richard Marsden has been acting as President since 1 Jun 1991. John R. Marsden joined the executive team most recently as the Chief Compliance Officer.
The principal office where Marsden John Richard Jr performs its advisory services is located at 1103 Powell Avenue, Erie, PA 16505, 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 814-836-1800 or by fax 814-836-1800. The normal business hours are 8:00am - 4:00pm on Monday - Friday.