RIA Intelligence

WILMERDING & ASSOCIATES INC.

CRD #109273 SEC #801-57881 WEST CONSHOHOCKEN, PA 610-834-1080
SEC Registered
Total AUM
$43.3M
Discretionary
$43.3M
Employees
5
Clients
--
Accounts
18

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 14, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HEENAN, SHEILA, MARIEICHIEF COMPLIANCE OFFICERNA
HEENAN, SHEILA, MARIEICHIEF COMPLIANCE OFFICERNA
HEENAN, SHEILA, MARIEICHIEF COMPLIANCE OFFICERNA
HEENAN, SHEILA, MARIEICHIEF COMPLIANCE OFFICERNA
HEENAN, SHEILA, MARIEICHIEF COMPLIANCE OFFICERNA
PFEIL, MARY ELIZABETH, CREIGHICHIEF INVESTMENT OFFICERNA
VARDARO, JOSEPH, EUGENEIPRESIDENTNA
WILMERDING, DAVID, RICHMONDICHAIRMANNA
WILMERDING, DAVID, RICHMONDICHAIRMANNA
WILMERDING, DAVID, RICHMONDICHAIRMANNA
WILMERDING, DAVID, RICHMONDICHAIRMANNA
WILMERDING, DAVID, RICHMONDICHAIRMANNA
WILMERDING, DAVID, RICHMONDICHAIRMANNA
WILMERDING, DAVID, RICHMONDICHAIRMANNA
COHO PARTNERS, LTD.DESHAREHOLDERE
COHO PARTNERS, LTD.DESHAREHOLDERE
COHO PARTNERS, LTD.DESHAREHOLDERE
COHO PARTNERS, LTD.DESHAREHOLDERE
COHO PARTNERS, LTD.DESHAREHOLDERE
COHO PARTNERS, LTD.DESHAREHOLDERE
PEOPLES BANK OF OXFORD, PADESHAREHOLDERE
MASON, GEORGE, CLYDEIPRESIDENT PEOPLES BANKB Control
SHERRERD, JOHN, JACOB FOULKRODISHAREHOLDERB
SHERRERD, JOHN, JACOB FOULKRODISHAREHOLDERB
SHERRERD, JOHN, JACOB FOULKRODISHAREHOLDERB
SHERRERD, JOHN, JACOB FOULKRODISHAREHOLDERB
SHERRERD, JOHN, JACOB FOULKRODISHAREHOLDERB
SHERRERD, JOHN, JACOB FOULKRODISHAREHOLDERB
THOMPSON, PETER, ADAMSONIPRESIDENT & CEOB Control
THOMPSON, PETER, ADAMSONIPRESIDENT & CEOB Control
THOMPSON, PETER, ADAMSONIPRESIDENT & CEOB Control
THOMPSON, PETER, ADAMSONIPRESIDENT & CEOB Control
THOMPSON, PETER, ADAMSONIPRESIDENT & CEOB Control
THOMPSON, PETER, ADAMSONIPRESIDENT & CEOB Control
THOMPSON, ALEXANDRA, KINGISHAREHOLDERA
THOMPSON, ALEXANDRA, KINGISHAREHOLDERA
THOMPSON, ALEXANDRA, KINGISHAREHOLDERA
THOMPSON, ALEXANDRA, KINGISHAREHOLDERA
THOMPSON, ALEXANDRA, KINGISHAREHOLDERA
THOMPSON, ALEXANDRA, KINGISHAREHOLDERA
THUN, ELIZABETH, MASONISHAREHOLDERA

Registrations

Federal

IA
Mar 14, 2007 REGISTERED

Notice Filings (1)

PA

Address

ONE TOWER BRIDGE
100 FRONT STREET, SUITE 1430
WEST CONSHOHOCKEN, PA 19428
USA
Phone: 610-834-1080