Susquehanna Investment Group

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
149
Avg account
$0

Firm details

Headquarters
Bala Cynwyd, Pennsylvania
CRD number
33875
Registered since
March 23, 1987

Firm profile

FINTRX

Overview

Susquehanna Investment Group is listed as a partnership with a combination of domestic-entity and individual ownership. The firm's internal classification is recorded as unclassified. The dataset flags the firm as not positioning itself as a capital allocator and not acting as an active ESG investor. Additional metadata notes it is not flagged as a multi-state adviser, not newly formed, and not identified as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2,878

Active vs passive

$36.1B in ETFs

Passive

90%

$32.5B

Active

6%

$3.6B

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$10.9B14,608,57930.26%

Location

Primary office

Bala Cynwyd, PA

Montgomery

Location

Bala Cynwyd, PA

Headquartered in Bala Cynwyd, 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
401 E City Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth