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Almanack Investment Partners, LLC

EST. AUM
$945,855,184

CONTACTS
1

CLIENT ACCOUNTS
1,700

Firm Details

Metro area Philadelphia
CRD Number 282428
Website almanackip.com
Client types

Overview

Almanack Investment Partners, LLC is a $800m RIA based in Wayne, PA. The firm offers three different services: an Advisor Platform, Institutional Consulting, and Family Office Services. The Advisor Platform is a holistic and turnkey platform for wealth managers, built around technology, service, and a disciplined investment philosophy. The Institutional Consulting service includes specialized asset management and consulting services for pensions, endowments, foundations, and trusts. The Almanack Family Office is a Multi-Family Office designed to benefit its clients with independence, flexibility, efficiency, and objectivity.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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