Mary
Fugler

Logan Capital Management, Inc

CRD#2934934
Investment Advisor
in Newtown Square, PA

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About this Advisor

Mary Fugler is a financial advisor based in Newtown Square, Pennsylvania, working with Logan Capital Management, Inc. Mary has previously held positions at Managed Account Services, LLC, Euro Financial Network, Creighton Hill Realty, Andes Capital Group, LLC, Washington Peak Investment Advisors LLC, Colony Hills Capital, Miami Prime Properties, Parker Street Securities LLC, Independent Consulting, Elevage Partners, Independent Portfolio Consultants, Inc, and Logan Capital. Mary has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Mary 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

Series 63, Series 65, Series 66

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

Mary Fugler Work History

2024 - Present (0 year)

Logan Capital

2023 - 2023 (< 1 year)

Independent Consulting

2022 - 2023 (1 year)

Parker Street Securities LLC

2020 - 2022 (2 years)

Washington Peak Investment Advisors LLC

2020 - 2022 (2 years)

Miami Prime Properties

2017 - 2020 (3 years)

Creighton Hill Realty

2017 - 2022 (5 years)

Andes Capital Group, LLC

2017 - 2018 (1 year)

Colony Hills Capital

2017 - 2018 (1 year)

Elevage Partners

2015 - 2017 (2 years)

Euro Financial Network

2014 - 2015 (1 year)

Managed Account Services, LLC

2014 - 2015 (1 year)

Independent Portfolio Consultants, Inc

Disclosures

Please visit the SEC profile of Mary Fugler 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
Peter Cooke
Newtown Square, PA
Julie Kelly
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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