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Geewax Terker & Co (Chadds Ford)


Geewax Terker & Co is a large advisory firm based in Chadds Ford. It manages $872.3 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2001.

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

Geewax Terker &: assets under management

The assets under management (AUM) of Geewax Terker & Co is $872.3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $872.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $72.69 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Geewax Terker & Co 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 Chadds Ford

The principal office where Geewax Terker & Co performs its advisory services is located at 414 Old Baltimore Pike, Chadds Ford, PA 19317 The mailing address of the firm is P.O. Box 2700, Chadds Ford, PA 19317. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 484-771-1000 or by fax 484-771-1035. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.geewax.com.


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