Peoples First Financial Services, Inc (Rosemont)

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.

Peoples First Financial Services: assets under management

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 firm manages $75 million in discretionary accounts and $75 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.5 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.5 million.

Fees & Commissions

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.

Careers at Peoples First Financial Services, Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc Peoples First Financial Services	Sole proprietor	1 Jun 2001	75% - 100%	113518
Betty Ann Taylor	Owner	1 Jun 2001	75% - 100%	2532981

Based in Rosemont

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.