Landis Associates Llc (Kennett Square)
Landis Associates Llc Is an Adviser Based in Kennett Square. It Manages $312.4 Million of Regulatory Assets for 1 Client Accounts. It Has Been Registered with...
Landis Associates LLC is an adviser based in Kennett Square. It manages $312.4 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.
Landis Associates provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Landis Associates: assets under management
The assets under management (AUM) of Landis Associates LLC is $312.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $312.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $312.4 million each.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Landis Associates LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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