Biddle Pollan Asset Management LLC (West Conshohocken)

Biddle Pollan Asset Management LLC is a large advisory firm based in West Conshohocken. It manages $201.7 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Connecticut, Delaware, District of Columbia, and 5 other states.

Biddle Pollan Asset Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Biddle Pollan Asset Management: assets under management

The assets under management (AUM) of Biddle Pollan Asset Management LLC is $201.7 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Biddle Pollan Asset Management LLC 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 Biddle Pollan Asset Management LLC

Biddle Pollan Holdings Llc joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James C. Biddle	Chief executive officer	1 Sep 2004	Other	5037994
Biddle Pollan Holdings Llc	Member	1 Sep 2004	75% - 100%	77-0648394
Steven R. Kim	Chief compliance officer/ coo	1 Sep 2004	Other	5078124

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Robert A. Pollan	Member	1 Sep 2004	25% - 50%	5037999

Based in West Conshohocken

The principal office where Biddle Pollan Asset Management LLC performs its advisory services is located at 200 Four Falls Corporate Center, West Conshohocken, PA 19428, 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 610-397-1600 or by fax 610-260-6860. The normal business hours are 8:30 to 5:00 on Monday - Friday.