TOWER BRIDGE ADVISORS
TOWER BRIDGE ADVISORS, INC. Legal Name
Adviser information for TOWER BRIDGE ADVISORS last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 14 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 7 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,070 | $1.8B |
| Non-Discretionary | 42 | $90.8M |
| Total | 1,112 | $1.9B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 500 | $239.3M |
| HNW Individuals | 560 | $1.5B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 15 | $19.9M |
| Charitable organizations | 12 | $35.7M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 25 | $80.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPublication of periodicals or newsletters |
|---|---|
| Compensation | % of AUMFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 68.0M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| JMS ADVISER'S ACCOUNT PROGRAM | JANNEY MONTGOMERY SCOTT |
| LPL FINANCIAL LLC MANAGER SELECT | LPL FINANCIAL LLC |
Identifiers
| SEC RIA File Number | 801-60640 |
|---|---|
| SEC ERA File Number | 801-60640 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 115700 |
| Legal Entity Identifier | None |
Principal Office
300 BARR HARBOR DRIVESUITE 705
WEST CONSHOHOCKEN
PA
United States
Monday - Friday, 8 AM TO 5 PM
Tel: 610-260-2200, Fax: 610-260-2239
Websites
Chief Compliance Officer
CHRIS GILDEA
CCO, PRINCIPAL, PORTFOLIO MGR
300 BARR HARBOR DRIVE
SUITE 705
WEST CONSHOHOCKEN
PA
United States
Tel:
610-260-2200
Fax:
610-260-2239
C******@**********************M
(Full email address available in API data)
Regulatory Contact
JEFFREY KACHEL
CHIEF FINANCIAL OFFICER, PRINCIPAL
300 BARR HARBOR DRIVE
SUITE 705
WEST CONSHOHOCKEN
PA
United States
Tel:
610-260-2200
Fax:
610-260-2239
J******@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MEYER, JAMES, MAURICE | Individual | – | CEO, DIRECTOR | 09/2001 | 25-50% |
| KACHEL, JEFFREY | Individual | – | CFO, PRINCIPAL | 03/2004 | 10-25% |
| GILDEA, CHRISTOPHER, EUGENE | Individual | – | PRINCIPAL, CHIEF COMPLIANCE OFFICER, CO-CHIEF INVESTMENT OFFICER, SECRETARY | 03/2021 | 10-25% |
| Crooks, Christopher, Murray | Individual | – | CO-CHIEF INVESTMENT OFFICER | 11/2023 | 10-25% |
| FILIPPO, NICHOLAS, ROBERT | Individual | – | CHIEF MARKETING OFFICER, SENIOR RELATIONSHIP MANAGER | 02/2024 | 5-10% |