Bishop & Associates Inc

RIASEC RegisteredEst. 1950

Total AUM

$32M

Discretionary

$29.5M

92% of AUM

Avg account

$604K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Philadelphia, Pennsylvania
CRD number: 105257
Registered since: March 1, 1950
Website: www.bishop-associates.com
Custodians: CHARLES SCHWAB & CO., INC., WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI49.07%
Individuals28.19%
Charitable Organizations21.22%
Pension & Profit Sharing Plans1.52%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bishop & Associates Inc is a small, privately owned investment advisory firm that manages portfolios for individuals, families and small institutions. The firm acts as a capital allocator and uses third-party managers when appropriate; one of its explicit advisory services is the selection of other advisers. Compensation comes through a percentage-of-AUM fee schedule and the firm also charges performance-based fees on certain mandates. Bishop & Associates provides discretionary portfolio management for both individual/small-business clients and for businesses or institutional accounts. The firm is not positioned as an ESG investor and is not registered as a multi-state adviser.