NATIONAL PENN CAPITAL ADVISORS, INC.
Legal name: NATIONAL PENN CAPITAL ADVISORS
CRD #112477 SEC #801-57306 DOYLESTOWN, PA 215-230-7171
SEC Registered
Total AUM
$1B
Discretionary
$145.8M
Employees
7
Clients
1
Accounts
840
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $1B | $333.2M | $674M | 7 | 800 |
| Mar 2013 | $1B | $145.8M | $870M | 7 | 400 |
| Feb 2012 | $824.3M | $141.6M | $682.7M | 11 | 400 |
| May 2011 | $889.7M | $116.7M | $773M | -- | -- |
| Feb 2010 | $704.6M | $130M | $574.5M | -- | -- |
| Mar 2008 | $245.9M | $240.7M | $5.2M | -- | -- |
| Oct 2007 | $191.6M | $186.9M | $4.7M | 10 | -- |
| Oct 2007 | $191.6M | $186.9M | $4.7M | 10 | -- |
| Aug 2007 | $191.6M | $186.9M | $4.7M | 10 | -- |
| Mar 2007 | $191.6M | $186.9M | $4.7M | 10 | -- |
| Dec 2006 | $169.7M | $128.5M | $41.2M | 10 | -- |
| Mar 2006 | $158.5M | $158.5M | $0 | 10 | -- |
| Dec 2005 | $149.9M | $149.9M | $0 | 10 | -- |
| Jun 2001 | $177.4M | $80.4M | $97M | 5 | -- |
DateMar 2014
Total AUM$1B
Discretionary$333.2M
Non-Disc.$674M
Employees7
Clients800
DateMar 2013
Total AUM$1B
Discretionary$145.8M
Non-Disc.$870M
Employees7
Clients400
DateFeb 2012
Total AUM$824.3M
Discretionary$141.6M
Non-Disc.$682.7M
Employees11
Clients400
DateMay 2011
Total AUM$889.7M
Discretionary$116.7M
Non-Disc.$773M
Employees--
Clients--
DateFeb 2010
Total AUM$704.6M
Discretionary$130M
Non-Disc.$574.5M
Employees--
Clients--
DateMar 2008
Total AUM$245.9M
Discretionary$240.7M
Non-Disc.$5.2M
Employees--
Clients--
DateOct 2007
Total AUM$191.6M
Discretionary$186.9M
Non-Disc.$4.7M
Employees10
Clients--
DateOct 2007
Total AUM$191.6M
Discretionary$186.9M
Non-Disc.$4.7M
Employees10
Clients--
DateAug 2007
Total AUM$191.6M
Discretionary$186.9M
Non-Disc.$4.7M
Employees10
Clients--
DateMar 2007
Total AUM$191.6M
Discretionary$186.9M
Non-Disc.$4.7M
Employees10
Clients--
DateDec 2006
Total AUM$169.7M
Discretionary$128.5M
Non-Disc.$41.2M
Employees10
Clients--
DateMar 2006
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees10
Clients--
DateDec 2005
Total AUM$149.9M
Discretionary$149.9M
Non-Disc.$0
Employees10
Clients--
DateJun 2001
Total AUM$177.4M
Discretionary$80.4M
Non-Disc.$97M
Employees5
Clients--