Persimmon Research Partners Inc is a large advisory firm based in Plymouth Meeting. It manages $604.29 million of regulatory assets for 1,724 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, District of Columbia, and 16 other states.
Persimmon Research Partners provides portfolio management for individuals and small businesses and pension consulting 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.
The assets under management (AUM) of Persimmon Research Partners Inc is $604.29 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Persimmon Research Partners Inc for their services and products based on a percentage of assets under management. 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.
Stephen John Deangelis has been acting as President since 1 Oct 1999. Richard E. Lucas joined the executive team most recently as the Executive Vp/Director.
The principal office where Persimmon Research Partners Inc performs its advisory services is located at 620 West Germantown Pike, Plymouth Meeting, PA 19462 1056, 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 610-834-8910 or by fax 610-834-9399. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.advisorport.com.