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Killen Group Inc (Berwyn)


Killen Group Inc is a large advisory firm based in Berwyn. It manages $2.56 billion of regulatory assets for 208 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Delaware, Florida, Georgia, and 3 other states.

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Killen Group 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.

Killen Group: assets under management

The assets under management (AUM) of Killen Group Inc is $2.56 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1442% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.56 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.33 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Killen Group Inc for their services and products based on a percentage of assets under management and performance-based 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.

Based in Berwyn

The principal office where Killen Group Inc performs its advisory services is located at 1189 Lancaster Ave, Berwyn, PA 19312 1298, 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 610-296-7222 or by fax 610-296-3168. The normal business hours are 8:30 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at thekillengroup.com.


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