Peoples First Financial Services, Inc is a large advisory firm based in Rosemont. It manages $150 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2001.
Peoples First Financial Services provides portfolio management for individuals and small businesses. 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 Peoples First Financial Services, Inc is $150 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Peoples First Financial Services, 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.
Peoples First Financial Services, Inc is owned by Betty Ann Taylor. Inc Peoples First Financial Services joined the executive team most recently as the Sole Proprietor.
The principal office where Peoples First Financial Services, Inc performs its advisory services is located at 919 Conestoga Rd, Rosemont, PA 19010, 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 610-520-0250 or by fax 610-520-0732. The normal business hours are 8:00 am-5:00 pm on Monday - Friday.