Martindale Andres & Co LLC is an internet adviser based in Horsham. It manages $17.23 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.
Martindale Andres & provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, 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.
The assets under management (AUM) of Martindale Andres & Co LLC is $17.23 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Martindale Andres & Co LLC 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.
Alan R Teraji has been acting as President since 1 Oct 2000. M&T Bank Corporation joined the executive team most recently as the 100% Owner.
The principal office where Martindale Andres & Co LLC performs its advisory services is located at 601 Dresher Road, Horsham, PA 19044 The mailing address of the firm is One M&T Plaza, 7 Th Floor, Buffalo, NY 14203. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (215) 956-7051 or by fax (215) 956-7113. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.