Almanack Investment Partners

RIASEC Registered

Total AUM

$946M

Discretionary

$769M

81% of AUM

Avg account

$556K

Accounts

1,700

Employees

Advisory reps

Firm details

Headquarters: Newtown Square, Pennsylvania
CRD number: 282428
Registered since: February 12, 2016
Website: www.almanackip.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI67.06%
Corporations / Businesses18.2%
Individuals7.59%
Pooled Investment Vehicles6.33%
Charitable Organizations0.82%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Almanack Investment Partners LLC is an independent registered investment adviser that began SEC registration in 2016. The firm operates as a capital allocator serving both individuals and families as well as institutional clients. Its service offering spans financial planning, discretionary portfolio management for individuals and pooled vehicles, pension consulting, adviser selection, and educational programming. The firm charges a mix of percentage-of-AUM, hourly, fixed, and performance-based fees, and identifies itself as an active ESG investor. Organizationally, ownership is a combination of a domestic entity and individual owners, and the firm also acts in sponsor and GP roles for pooled vehicles it manages.