Robert
Pulsifer
Almanack Investment Partners
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About this Advisor
Robert Pulsifer is a financial advisor based in Wayne, Pennsylvania, working with Almanack Investment Partners. Robert has previously held positions at Spire Investment Partners, Mercap Securities, LLC, Spire Securities, LLC, and Almanack Investment Partners. Robert has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, Robert is part of Almanack Investment Partners, which operates out of Wayne, Pennsylvania. The firm has 6 offices and 22 employees. The firm manages assets totaling $802.2 million and 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Almanack Investment Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Almanack Investment Partners Brokerage Details
$802,193,139
22
2,044
$392,462
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Pulsifer Work History
Almanack Investment Partners
Mercap Securities, LLC
Spire Securities, LLC
Spire Investment Partners
Disclosures
Please visit the SEC profile of Robert Pulsifer 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 Almanack Investment Partners
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, 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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