RIA Intelligence

PHILADELPHIA CORPORATION FOR INVESTMENT SERVICES

Legal name: WILLOW INVESTMENT SERVICES

CRD #15275 SEC #801-34541 WAYNE, PA 610-975-9100
SEC Registered
Total AUM
$117.2M
Discretionary
$47.1M
Employees
--
Clients
0
Accounts
248

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
JUNE
Registration Date
--
Latest Filing
Mar 31, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ABOOD, DENISE MAROONIFINOPNA
ABOOD, DENISE MAROONIFINOPNA Control
ARNOLD, DAN HOGAN JRIDIRECTORNA Control
ARNOLD, DAN HOGAN JRIDIRECTORNA Control
BALDASSARI, PHILIP JOSEPHISENIOR VICE PRESIDENTNA Control
BALDASSARI, PHILIP JOSEPHISENIOR VICE PRESIDENT, DIRECTORNA Control
BALDASSARI, PHILIP JOSEPHISENIOR VICE PRESIDENT, DIRECTORNA Control
BALDASSARI, PHILIP JOSEPHISENIOR VICE PRESIDENTNA Control
BALDASSARI, PHILIP JOSEPHISENIOR VICE PRESIDENT, DIRECTORNA Control
BLUEFELD, FREDERICK AUGUSTIVICE PRESIDENTNA Control
BLUEFELD, FREDERICK AUGUSTIVICE PRESIDENT, DIRECTORNA Control
BLUEFELD, FREDERICK AUGUSTIVICE PRESIDENT, DIRECTORNA Control
BLUEFELD, FREDERICK AUGUSTIVICE PRESIDENTNA Control
BLUEFELD, FREDERICK AUGUSTIVICE PRESIDENT, DIRECTORNA Control
BORER, EDWARD TURNERICHAIRMAN, DIRECTOR, ASST CFONA Control
BRADBURY, ROBERT JOSEPHIDIRECTORNA Control
CARR, JAN ROBERTIPRESIDENT, CEO,CHIEF COMPLIANCE OFFICER, COMPLIANCE REGISTERED OPTIONS PRINCIPALNA
CARR, JAN ROBERTIVICE PRESIDENT, CROPNA
CARR, JAN ROBERTIVICE PRESIDENT, CROPNA
CARR, JAN ROBERTIPRESIDENT, CEO,CHIEF COMPLIANCE OFFICER, COMPLIANCE REGISTERED OPTIONS PRINCIPALNA
CARR, JAN ROBERTIVICE PRESIDENT, CROPNA
COUGHEY, DONNA MARIEIDIRECTORNA Control
COUGHEY, DONNA MARIEIDIRECTORNA Control
COUGHEY, DONNA MARIEIDIRECTORNA Control
COUGHEY, DONNA MARIEIDIRECTORNA Control
COUGHEY, DONNA MARIEIDIRECTORNA Control
DENTON, ALBERT LOUISIPRESIDENT, DIRECTOR, CEO, CLO, CCONA Control
DENTON, ALBERT LOUISICHAIRMAN, DIRECTOR, CEO, CLO, CCONA Control
HARTUNG, KATHLEEN DONNELLYICFO, TREASURERNA Control
HARTUNG, KATHLEEN DONNELLYICFO, TREASURERNA Control
KELLY, MATTHEW DANIELIDIRECTORNA Control
KELLY, MATTHEW DANIELIPRESIDENT, DIRECTOR, COO, CCONA Control
KELLY, MATTHEW DANIELIDIRECTORNA Control
KELLY, MATTHEW DANIELIPRESIDENT, DIRECTOR, COONA Control
MCERLANE, JAMES EDWARDIDIRECTORNA Control
MCERLANE, JAMES EDWARDIDIRECTORNA Control
MCERLANE, JAMES EDWARDIDIRECTORNA Control
PAYNE, TERRI LYNNIFINOPNA
PAYNE, TERRI LYNNIFINOPNA
RAFFETY, RICHARD WAYNEISENIOR VICE PRESIDENT, DIRECTORNA Control
RAFFETY, RICHARD WAYNEISENIOR VICE PRESIDENT, DIRECTORNA Control
RAFFETY, RICHARD WAYNEISENIOR VICE PRESIDENT, DIRECTORNA Control
RAFFETY, RICHARD WAYNEISENIOR VICE PRESIDENT, DIRECTORNA Control
RAFFETY, RICHARD WAYNEISENIOR VICE PRESIDENT, DIRECTORNA Control
WALKER, VERNON CHARLESISENIOR VICE PRESIDENTNA Control
WALKER, VERNON CHARLESISENIOR VICE PRESIDENT, DIRECTOR, SROPNA Control
WALKER, VERNON CHARLESISENIOR VICE PRESIDENT, DIRECTOR, SROPNA Control
WALKER, VERNON CHARLESISENIOR VICE PRESIDENTNA Control
WALKER, VERNON CHARLESISENIOR VICE PRESIDENT, DIRECTOR, SROPNA Control
WILLOW GROVE BANK CORPDEOPTION OWNERNA
WILLOW GROVE BANK CORPDEOPTION OWNERNA
WRIGHT, SPENCER DISSTON IIIICHAIRMAN EMERITUS, DIRECTORNA Control
CHESTER VALLEY BANCORP INCDESOLE OWNERE Control
CHESTER VALLEY BANCORP INCDESOLE OWNERE Control
UVEST FINANCIAL SERVICES GROUP, INC.DESHAREHOLDERE Control
UVEST FINANCIAL SERVICES GROUP, INC.DESHAREHOLDERE Control
WILLOW GROVE BANCORPDESOLE OWNERE Control

Registrations

Federal

IA
Mar 31, 2007 REGISTERED

Notice Filings (20)

AK AZ CA CT DE FL GA HI IL MA MD MN NC NE NJ NY PA SC VA WA

Address

170 SOUTH WARNER ROAD
SUITE 110
WAYNE, PA 19087
USA
Phone: 610-975-9100