Stratton Management Company (King Of Prussia)

Name: Stratton Management Company
Address: 150 South Warner Rd., King Of Prussia, PA, 19406 2826
Telephone: 610-941-0888

Stratton Management Company is a large advisory firm based in King Of Prussia. It manages $1.15 billion of regulatory assets for 565 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Alabama, Arizona, California, and 28 other states.

Stratton Management Company provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stratton Management Company: assets under management

The assets under management (AUM) of Stratton Management Company is $1.15 billion. The firm's AUM has gone down by -39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $756.94 million in discretionary accounts and $390.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.65 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.72 million.

Stratton Management Company has custody of $94.95 million in cash and securities for 68 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stratton Management Company for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Stratton Management Company

William John Reuter has been acting as President since 1 May 2008. Bb&T Corporation joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Susquehanna Bancshares	Owner	1 May 2008	75% - 100%	23-2841099
Bernard Allen Francis	Chairman of the board of directors	1 May 2008	Other	710809
William John Reuter	Director	1 May 2008	Other	4578298
M. Zev Rose	Director	1 May 2008	Other	4595660
Sr John Philip Follman	Director	1 May 2008	Other	4595746
James Andrew Beers	Chief executive officer & director	1 May 2008	Other	2305357
John Allen Affleck	President & director	1 May 2008	Other	2261064
James Van Dyke Quereau	Director	1 Feb 2010	Other	2198682
Lynne Marple Cannon	Chief compliance officer	1 Nov 2010	Other	1122002
Lynne Marple Cannon	Chief compliance officer & chief operating officer	1 Apr 2012	Other	1122002
John Allen Affleck	Chief executive officer, president & director	1 May 2012	Other	2261064
Michael Francis Swallow	Treasurer	1 May 2012	Other	3241109
Gerald Michael Van Horn	Director	1 May 2012	Other	4568501
Mark Allen Ritter	Director	1 Feb 2014	Other	6076213
Andrew S Samuel	Director	1 Feb 2014	Other	6051232
Gregory Allen Duncan	Director	1 Oct 2014	Other	4673819
Bb&T Corporation	Owner	1 Aug 2015	75% - 100%	23-2841099
Bryan Scott Cram	Director	1 Aug 2015	Other	2723431
Denise Kathleen Merinar	Director	1 Aug 2015	Other	4126939

Based in King Of Prussia

The principal office where Stratton Management Company performs its advisory services is located at 150 South Warner Rd., King Of Prussia, PA 19406 2826, 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 610-941-0888 or by fax 610-941-0330. The normal business hours are 8:30 to 5:00 on Monday - Friday. You can find more information about the New York firm at strattonmgt.com.