Botel Asset Management

Founded in 1984, Botel Asset Management (called Penn Center Investments before 2006) is a principal only, wealth management firm. This structure puts us in a unique position to advise our clients...without bias or agenda. Located in Bala Cynwyd, Pennsylvania, we help individuals, families and small companies throughout the country, from Philadelphia to Palm Beach to San Francisco. Principals Rob and Max Botel handle every account personally. That means you can actually reach them to talk about anything from your portfolio to your grandchildren to your golf handicap. There’s no institutional pressure, no cookie-cutter systemized advice. (And maybe that’s why we were recently cited as a Five-Star Financial Advisor by Philadelphia magazine.) We operate our business in partnership with Dallas-based Prospera Financial Services, an independent, full-service firm. This relationship allows us to focus on what we do best – working with our clients. In business since 1982, Prospera is frequently named Broker-Dealer of the Year by Investment Advisor. Prospera, along with its clearing firm, First Clearing LLC (a non-bank affiliate of Wells Fargo), handles our back-office duties, including transaction processing, accounting and bookkeeping, custody services, statement processing and regulatory oversight. https://www.prosperafinancial.com/disclosures/

网站

https://BotelAssetManagement.com

Botel Asset Management的外部链接

所属行业

投资管理

规模

2-10 人

总部

Bala Cynwyd，PA

类型

私人持股

创立

1984