Find a Worth® Leading Wealth Advisor™
Worth® Leading Wealth Advisors™
Total Firm Assets: Confidential
Largest Client Net Worth: Confidential
Total Firm Assets: Available on request
Largest Client Net Worth: $30 million
Persimmon Capital Management LP
Gregory S. Horn
Founder and Managing Partner
Blue Bell, PA 19422
Total Firm Assets: $241 million
Largest Client Net Worth: $200 million +
Largest Client Net Worth: $1 billion+
SEI Private Wealth Management
Susan West
Director, Investment Strategies
Oaks, PA 19456
Total Firm Assets: $195 billion
Largest Client Net Worth: $1 billion
Total Firm Assets: $2.7 billion
Largest Client Net Worth: $350 million
Total Firm Assets: $1.6 billion
Largest Client Net Worth: $145 million
Largest Client Net Worth: $1.5 billion
Total Firm Assets: $6.5 billion
Largest Client Net Worth: $250 million (firm)
The Morse Stevens Group at Morgan Stanley
Andrew D. Morse
Wealth Advisor
West Conshohocken, PA 19428
Total Firm Assets: $830 million
Curator
12/26/12
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