Advisorport, Inc. (King Of Prussia)

Name: Advisorport, Inc.
Address: 760 Moore Road, King Of Prussia, PA, 19406
Telephone: 610-382-7700

Advisorport, Inc. is a large advisory firm based in King Of Prussia. It manages $3.09 billion of regulatory assets for 19,502 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Advisorport provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Advisorport: assets under management

The assets under management (AUM) of Advisorport, Inc. is $3.09 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 412% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.09 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $158.58 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Advisorport, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Advisorport, Inc.

Gregory Scott Horn has been acting as President since 1 Aug 1999. Robert Lawson Tuleya joined the executive team most recently as the Chief Legal Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gregory Scott Horn	Ceo/director	1 Aug 1999	Other	1186796
Kent George Bonniwell	Senior vp	1 Aug 1999	Other	4369378
John Patrick Collins	Senior vp	1 Sep 1999	Other	2295567
Stephen John Deangelis	President/director	1 Oct 1999	Other	2665422
Christopher Michael Carpenter	Senior vp, coo, cfo, secretary, treasurer	1 Nov 1999	Other	2442555
Anthony Chough	Svp/cto	1 Nov 2000	Other	4725952
Richard E. Lucas	Executive vp/director	1 Oct 2003	Other	4725793
Thomas Patrick Sholes	Executive vp/director	1 Oct 2003	Other	1561893
Inc. Pfpc Worldwide	Owner	1 Oct 2003	75% - 100%	51-0385751
Nicholas Michael Marsini	Director	1 Oct 2003	Other	1481177
Inc. Pnc Global Investment Servicing	Owner	1 Oct 2003	75% - 100%	51-0385751
Michael Timothy Brophy	Chief compliance officer	1 Mar 2004	Other	2573291
Christopher Scott Conner	Chief compliance officer	1 Nov 2004	Other	2239639
Joseph Jerome Dorovich	Chief compliance officer	1 Jan 2005	Other	2784018
Gerald Paul Dimarco	Chief compliance officer	1 Feb 2005	Other	2899722
Renee J Bowen	Vice president, operations	1 Feb 2006	Other	2038446
Regina Marie Griffith	Chief compliance officer	1 Feb 2006	Other	1128113
Carl Frank Shultz	Senior vice president, operations	1 Jul 2006	Other	2557326
Leigh Doran Lament	Chief compliance officer	1 May 2007	Other	4917366
Anthony Joseph Harper	President/director	1 Jul 2007	Other	2920075
Eric Arthur Schaefer	Senior vice president of investment research	1 Nov 2007	Other	1973813
Karen Rabb	Chief operations officer	1 Mar 2008	Other	5503600
Robert Lawson Tuleya	Chief legal officer	1 Dec 2008	Other	5648666

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. The Pnc Financial Services Group	Owner	1 Dec 1999	75% - 100%	47-0731996
Llc Pnc Holdings	Owner	1 Mar 2003	75% - 100%	51-0337069

Based in King Of Prussia

The principal office where Advisorport, Inc. performs its advisory services is located at 760 Moore Road, King Of Prussia, PA 19406, 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 610-382-7700 or by fax 610-382-8830. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.advisorport.com.