Towercrest Capital Management, LLC
Firm details
- Headquarters
- Newtown, Pennsylvania
- CRD number
- 152069
- Registered since
- January 22, 2015
- Website
- towercrestcapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Other Investment Advisers72.1%
- HNWI25.52%
- Individuals2.38%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Towercrest Capital Management, LLC is an independent, individually owned registered investment adviser that has been SEC-registered since 2015. The firm serves both individual and family clients as well as institutional and business clients, offering financial planning alongside discretionary portfolio management for individuals, small businesses and institutions. Towercrest also provides pension consulting services. Its fee model combines a percentage-of-assets-under-management billing with the option for hourly charges. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents5%
- Private Funds4%
- State & Local Bonds1%
Contacts
1 of 1Curtis Snyder
Managing PartnerCRD 2965205
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$717M in ETFs
96%
$689M
<1%
$27.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $68.3M | 104,188 | 9.53% |
Location
Newtown, PA
Bucks
Location
Newtown, PA
Headquartered in Newtown, 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
- Bucks
- Address
- 41 University Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Jmac Enterprises LLC
RIANewtown, PA
Insight Advisors, LLC
RIANewtown, PA
PW Nova Financial Services LLC
RIANewtown, PA
Brick & Kyle Associates Inc
RIANewtown, PA
Mount Lucas Management LP
RIANewtown, PA
Miravast Asset Management, LLC
RIANewtown, PA