Martindale Andres & Co LLC (Horsham)

Martindale Andres & Co LLC is an internet adviser based in Horsham. It manages $17.23 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

Martindale Andres & provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Martindale Andres &: assets under management

The assets under management (AUM) of Martindale Andres & Co LLC is $17.23 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $17.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.62 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Martindale Andres & Co LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Martindale Andres & Co LLC

Alan R Teraji has been acting as President since 1 Oct 2000. M&T Bank Corporation joined the executive team most recently as the 100% Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Olympia Financial Corp	100% owner	1 Oct 2000	75% - 100%	16-1539099
William Francis Dwyer	Pres/ceo/dir	1 Oct 2000	Other	4355799
Mark James Czarnecki	Chairman of board of directors	1 Oct 2000	Other	2389705
Alan R Teraji	Senior vice president/director	1 Oct 2000	Other	4363704
Colleen Marsh	Treasurer/coo	1 Oct 2000	Other	4363708
William Conaway Martindale	Vice chariman/director	1 Oct 2000	Other	321720
Stephen Braunscheidel	Senior vice president/director	1 Jan 2002	Other	4500811
M&T Bank Corporation	100% owner	1 Mar 2003	75% - 100%	16-0968385

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
M&T Bank Corporation	Shareholder	1 Apr 1998	75% - 100%	16-0538020
Manufacturers And Traders Trust Company	Shareholder	1 Oct 2000	75% - 100%	16-0538020

Based in Horsham

The principal office where Martindale Andres & Co LLC performs its advisory services is located at 601 Dresher Road, Horsham, PA 19044 The mailing address of the firm is One M&T Plaza, 7 Th Floor, Buffalo, NY 14203. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (215) 956-7051 or by fax (215) 956-7113. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.