Boenning & Scattergood Inc
- Assets, Funds, Holdings
| Boenning & Scattergood Inc
|
| CRD # | 100 |
| SEC # | 801-68111 |
| CIK # | 0000012933 |
| AUM |
|
| Employees |
76 (43% Investors, 91% Brokers)
|
| Phone | 800-883-1212 |
| Address | Four Tower Bridge, 200 Barr Harbor Drive
West Conshohocken, PA 19428 |
| Source |
[IAPD]
[EDGAR]
[Website] [Twitter] [LinkedIn]
|
|
Total AUM ($M)
|
|
|
| Holdings by Sector ($M) |
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
604
|
212.1 |
| (b) Individuals (high net worth individuals) |
330
|
892.5 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
3 |
3.4 |
| (h) Charitable organizations |
15 |
30.6 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
9 |
19.1 |
| (n) Other |
0 |
0.0 |
| Total |
1,321 |
1,157.6 |
| By Discretionary |
| Discretionary |
974 |
920.8 |
| Non-Discretionary |
347 |
236.8 |
| Total |
1,321 |
1,157.6 |
| By Non-United States Persons |
| Non-United States Persons |
|
1.9 |
| United States Persons |
|
1,155.7 |
| Total |
1,321 |
1,157.6 |
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