EXECUTIVE FINANCIAL SERVICES INC
EXECUTIVE FINANCIAL SERVICES INC of SPRING HOUSE, PA is an SEC-registered investment adviser (CRD 109866). Regulatory assets under management: $159.6M.
Registration
- CRD: 109866
- SEC file number: 801-21231
- Type: Registered investment adviser
- 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 | — |
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