TOWERCREST CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- NEWTOWN, Pennsylvania
- CRD number
- 152069
- Registered since
- January 22, 2015
- Website
- towercrestcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- 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 registered investment adviser formed in 2015 and owned by an individual principal. The firm serves both high-net-worth individuals and institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutions, as well as pension consulting services. Its advisory compensation blends a percentage-of-AUM fee with the option for hourly charges. Towercrest does not present itself as a capital allocator or as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equivalents6%
- Private Funds3%
- 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
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