# EXECUTIVE FINANCIAL SERVICES INC

EXECUTIVE FINANCIAL SERVICES INC of SPRING HOUSE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 109866
- Type: SEC-registered investment adviser
- SEC file number: 801-21231
- Location: 1029 N BETHLEHEM PIKE, SPRING HOUSE, PA, 19477-0505
- Phone: 215-643-5600
- Latest filing: 2010-05-06
- Regulatory AUM: $159.6M
- Discretionary AUM: $143.7M
- Non-discretionary AUM: $15.9M
- Clients: 6
- Accounts: 581

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| SIMAN TERRY JAY | PRESIDENT; PRESIDENT/CCO; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| GLATT JANIE BETH | CORPORATE SECRETARY; SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109866/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109866/similar
- Related entities: https://search.stillhousedata.com/firm/109866/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109866

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.