Exeter Property Group, LLC
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Overview
Exeter Property Group, LLC is an advisory company that has its headquarters in Wayne, Pennsylvania. The firm oversees $24.8 billion in assets under management across 15 customer accounts, making it one of the largest firms in the country by assets under management (AUM). It has a large team, including 95 financial advisors. Exeter Property Group, LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like stocks, options and bonds.
Exeter Property Group, LLC administers five of the company's accounts in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make transaction judgments without needing the customer's consent. It also has 10 non-discretionary accounts totaling $11.0 billion in AUM. The company's typical account size is $1.7 billion. The typical advisor at Exeter Property Group, LLC administers fewer than one client account, placing it among the most personalized firms in the country.
Exeter Property Group, LLC's central office is at Five Radnor Corporate Center, Wayne, Pennsylvania 19087. The firm is permitted to provide services to clients throughout a number of states, including Illinois, Pennsylvania and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Exeter Property Group, LLC by the Numbers
$24.8 billion
227
15
$1.7 billion
Fee Structure
Fees charged by financial advisors depend on the services provided. Fees billed by Exeter Property Group, LLC likely include any combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Exeter Property Group, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to pooled investment vehicles. Out of its 15 clients, Exeter Property Group, LLC's largest client type is pooled investment vehicles. About 20% of the firm's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Exeter Property Group, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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