George
Mara
Boenning & Scattergood, Inc
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About this Advisor
George Mara is a financial advisor working in Conshohocken, Pennsylvania with a total of 4 years of relevant experience. Mara is currently employed by Boenning & Scattergood, Inc. Throughout their career, they have worked at Wells Fargo Private Bank and Boenning & Scattergood, Inc. Mara is approved to work in Florida and Pennsylvania. Boenning & Scattergood, Inc is a financial advisory company that has its headquarters in Conshohocken, PA. The firm has offices in nine locations and a total of 76 people on staff. It oversees $1 billion in assets between its 1,321 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm provides financial advice to 15 charities and foundations. Of its 1,321 accounts, 34% belong to high-net-worth clients who have more than $1 million in investable assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely vary depending on which services the firm provides the client. Fees charged by Boenning & Scattergood, Inc can be comprised of any combination of asset-based and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Boenning & Scattergood, Inc Brokerage Details
$1,157,621,985
76
1,321
$876,322
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
George Mara Work History
George has been registered as a financial advisor for 4 years.*
Boenning & Scattergood, Inc
Wells Fargo Private Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of George Mara 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 1914 Advisors
Conshohocken, PA
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