Christopher
Ouimet

Logan Capital Management, Inc

CRD#2043491
Investment Advisor
in Newtown Square, PA

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About this Advisor

Christopher Ouimet is a financial advisor based in Newtown Square, Pennsylvania, working with Logan Capital Management, Inc. Christopher has previously held positions at Manulife/John Hancock and Logan Capital Management, Inc. Christopher is registered to provide services in Pennsylvania. Currently, Christopher is part of Logan Capital Management, Inc, which operates out of Newtown Square, Pennsylvania. The firm has 35 employees and manages assets totaling $2.5 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at Logan Capital Management, Inc includes asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3843 West Chester Pike Suite 150
Newtown Square, PA 19073

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Logan Capital Management, Inc Brokerage Details

Total Assets Under Management

$2,459,101,392

PA Average: $15,833,994,310
Total Number of Employees

35

PA Average: 41
Total Number of Accounts

1,730

PA Average: 3,342
Average Account Size

$1,421,446

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Christopher Ouimet Work History

2019 - Present (6 years)

Logan Capital Management, Inc

2011 - 2019 (8 years)

Manulife/John Hancock

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Christopher Ouimet to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Logan Capital Management, Inc

Mary Fugler
Newtown Square, PA
Jennifer Rosen
Newtown Square, PA
Christopher Ouimet
Newtown Square, PA
William Fitzpatrick
Newtown Square, PA
Julie Kelly
Newtown Square, PA
Peter Cooke
Newtown Square, PA
Joseph Langella
Newtown Square, PA
Christopher Travers
Newtown Square, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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