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Cerity Partners - Philadelphia

EST. AUM
$491,129,928

CONTACTS
10

CLIENT ACCOUNTS
3

Firm Details

Metro area Philadelphia
CRD Number
Website ceritypartners.com
Client types

Overview

Cerity Partners, established in 2009, maintains offices across 15 states and employs approximately 800 colleagues. The firm serves more than 19,000 clients and advises on about $65 billion in assets under management (AUM), marking a significant expansion from their initial $3 billion firm. Following its merger with Permit Capital Advisors, Cerity gained benefits such as improved decision-making, greater capital and human resources, and expanded investment opportunities resulting from the larger AUM.

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Investment Preferences

Alternative Activity

Address

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

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