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FIRM PROFILE
Overview
SUSQUEHANNA FINANCIAL GROUP, LLLP is located at 401 City Ave Suite 220, Bala Cynwyd, PA 19004-1122 and was first established at Philadelphia, Delaware in 07/25/2002. After operating for 23 years, SUSQUEHANNA FINANCIAL GROUP, LLLP 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 FINANCIAL GROUP, LLLP’s clients are individuals and 0% of their clients are high net worth individuals. SUSQUEHANNA FINANCIAL GROUP, LLLP has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SUSQUEHANNA FINANCIAL GROUP, LLLP are registered to handle securities or provide financial advice. The firm has 12 disclosures, 12 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 FINANCIAL GROUP, LLLP‘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 FINANCIAL GROUP, LLLP. 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.
Where the Statistical Data for SUSQUEHANNA FINANCIAL GROUP, LLLP Comes From
Understanding the Statistics for SUSQUEHANNA FINANCIAL GROUP, LLLP and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
401 City Ave Suite 220, Bala Cynwyd, PA 19004-1122
401 City Ave Suite 220, Bala Cynwyd, PA 19004-1122
Medium
(800) 825-9550
Delaware since 07/25/2002
Other Types of Legal Formation
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 FINANCIAL GROUP, LLLP
John Anthony Gonzalez
Daniel H Hirsch
Jeffrey Steven Yass
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