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FIRM PROFILE
Overview
SUSQUEHANNA INVESTMENT GROUP is located at 401 City Ave. Ste 220, Bala Cynwyd, PA 19004-1122 and was first established at Philadelphia, Pennsylvania in 05/01/1987. After operating for 39 years, SUSQUEHANNA INVESTMENT GROUP has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of SUSQUEHANNA INVESTMENT GROUP’s clients are individuals and 0% of their clients are high net worth individuals. SUSQUEHANNA INVESTMENT GROUP has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SUSQUEHANNA INVESTMENT GROUP are registered to handle securities or provide financial advice. The firm has 42 disclosures, 42 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access SUSQUEHANNA INVESTMENT GROUP‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at SUSQUEHANNA INVESTMENT GROUP. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Total Client Assets:
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FIRM INFORMATION
401 City Ave. Ste 220, Bala Cynwyd, PA 19004-1122
401 City Ave. Ste 220, Bala Cynwyd, PA 19004-1122
Small
(610) 617-2600
Pennsylvania since 05/01/1987
Partnership
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at SUSQUEHANNA INVESTMENT GROUP
Vincent Andrew Hegarty
Jeffrey Steven Yass
Arthur Dantchik
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