SSG Capital Advisors, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
W Cnshohocken, Pennsylvania
CRD number
150750
Registered since
April 7, 2010

Firm profile

FINTRX

Overview

SSG Capital Advisors, LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm is SEC-registered (registration year shown as 2010) and is owned at the domestic/individual level. The FINTRX snapshot indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multistate adviser, pension consultant, or related adviser. Disclosure from FINTRX is minimal about the firm’s lines of business, client types, fee arrangements, or specific advisory activities. The combination of an investment-bank classification and the lack of reported asset-management activity suggests SSG Capital Advisors may focus on investment banking or advisory work that does not involve managing client assets in the conventional RIA sense.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 13
  • Dylan Rush

    Dylan Rush

    AnalystCRD 7363707

  • Patrick Swanick

    Patrick Swanick

    Vice PresidentCRD 7554089

  • Michael Goodman

    Michael Goodman

    Managing DirectorCRD 3203097

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

W Cnshohocken, PA

Montgomery

Location

W Cnshohocken, PA

Headquartered in W Cnshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
300 Barr Harbor Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth