Dana
Stewardson
Logan Capital Management, Inc
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About this Advisor
Dana Stewardson is a financial advisor based in Philadelphia, Pennsylvania, working with Logan Capital Management, Inc. Dana has previously held positions at Vfinance Investments, Inc and Logan Capital Management Inc. Dana has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, Dana is part of Logan Capital Management, Inc, which operates out of Philadelphia, 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
Services Offered
Fee Structure
Office Location
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Logan Capital Management, Inc Brokerage Details
$2,459,101,392
35
1,730
$1,421,446
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
Dana Stewardson Work History
Vfinance Investments, Inc
Logan Capital Management Inc
Disclosures
Please visit the SEC profile of Dana Stewardson 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
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
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