DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 155426
CONSHOHOCKEN, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DERRICK THOMAS HOLMLUND | Certified Financial Planner | Minneapolis, MN | CONSHOHOCKEN, PA | 8 | 14 | n/a | yes |
| JAMES GERARD HAGENEY | n/a | Conshohocken, PA | CONSHOHOCKEN, PA | Boston, MA | 7 | 32 | 7 | yes |
| JOSEPH EUGENE BARTNICKI | n/a | Conshohocken, PA | CONSHOHOCKEN, PA | Boston, MA | 7 | 32 | 2 | yes |
| PATRICK STEWART REISINGER | n/a | Boston, MA | Conshohocken, PA | CONSHOHOCKEN, PA | 7 | 31 | 3 | yes |
| BRADLEY PENNINGTON PIKE | Chartered Financial Analyst | Conshohocken, PA | CONSHOHOCKEN, PA | Boston, MA | 7 | 23 | 6 | no |
| EUGENE RICHARD WEBER | n/a | Boston, MA | Conshohocken, PA | CONSHOHOCKEN, PA | 7 | 25 | 7 | yes |
| SAMUEL G HAINES | n/a | Conshohocken, PA | CONSHOHOCKEN, PA | Boston, MA | 7 | 22 | 6 | yes |
| MICHAEL JOSEPH HAGELGANS | n/a | Conshohocken, PA | CONSHOHOCKEN, PA | Boston, MA | 7 | 24 | 4 | yes |
| PAUL GEORGE LIEBEZEIT | Certified Financial Planner | Boston, MA | Conshohocken, PA | CONSHOHOCKEN, PA | 7 | 31 | 4 | yes |
| KYLE RICHARD PURCELL | Certified Financial Planner | CONSHOHOCKEN, PA | Saddlebrook, NJ | 6 | 12 | n/a | yes |
| GEORGE GIBBONS HOYLE | n/a | CONSHOHOCKEN, PA | Greensboro, NC | Boston, MA | 3 | 34 | 2 | yes |
| KATHLEEN ALAINA KELLY | n/a | CONSHOHOCKEN, PA | Greensboro, NC | Boston, MA | 3 | 31 | 2 | yes |
| ANDREW PATRICK BRAY | n/a | Greensboro, NC | CONSHOHOCKEN, PA | Boston, MA | 3 | 19 | 2 | yes |
| Sean Bradley | n/a | CONSHOHOCKEN, PA | 2 | 15 | n/a | no |
| KEVIN JAMES BRODERICK | n/a | Boston, MA | Conshohocken, PA | CONSHOHOCKEN, PA | 2 | 24 | n/a | yes |
| Marshal Scott Champlin | n/a | San Diego, CA | CONSHOHOCKEN, PA | 1 | 12 | 2 | yes |
| NATHANIEL HASTINGS EICHERT | Chartered Financial Analyst | Conshohocken, PA | CONSHOHOCKEN, PA | 1 | 11 | n/a | yes |
| Melaina Kaite Melcher | n/a | Conshohocken, PA | CONSHOHOCKEN, PA | Philadelphia, PA | 0 | 20 | n/a | no |
| KEVIN JAMES BOWLER | n/a | San Diego, CA | CONSHOHOCKEN, PA | 0 | 20 | 3 | yes |
| Juan David Arbelaez-calad | n/a | Saddlebrook, NJ | 0 | 10 | 1 | yes |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BLACKMORE, KIMBERLY, LYNN | FINANCIAL AND OPERATIONS PRINCIPAL | Na | yes | 05/2019 | Mar 30, 2020 | Mar 31, 2024 |
| LIEBEZEIT, PAUL, GEORGE | President | Na | yes | 10/2010 | Mar 19, 2012 | Mar 31, 2024 |
| MARSH & MCLENNAN AGENCY LLC | MANAGING MEMBER | E | yes | 04/2019 | May 30, 2019 | Mar 31, 2024 |
| MARSH & MCLENNAN COMPANIES, INC. | PARENT COMPANY | E | yes | 11/2009 | May 30, 2019 | Mar 31, 2024 |
| MARSH LLC | Owner | E | yes | 11/2009 | May 30, 2019 | Mar 31, 2024 |
| MARSH USA LLC | Owner | E | yes | 11/2009 | Jan 11, 2023 | Mar 31, 2024 |
| TURTON, KEVIN, DUANE | CHIEF COMPLIANCE OFFICER | Na | yes | 03/2023 | Apr 27, 2023 | Mar 31, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | n/a | Institutional manager | $226B | N | yes | n/a |
| MMA SECURITIES LLC | n/a | No RAUM reported | $0 | N | yes | n/a |
| GUY CARPENTER & COMPANY, LLC | n/a | n/a | n/a | Y | yes | n/a |
| MARSH & MCLENNAN AGENCY, LLC | n/a | n/a | n/a | Y | yes | n/a |
| MARSH INSURANCE & INVESTMENTS LLC | n/a | n/a | n/a | Y | yes | n/a |
| MARSH USA LLC | n/a | n/a | n/a | Y | yes | n/a |
| MERCER (US) INC. | n/a | n/a | n/a | N | yes | n/a |
| MERCER GLOBAL INVESTMENTS CANADA LIMITED | n/a | n/a | n/a | N | yes | n/a |
| MMC SECURITIES (IRELAND) | n/a | n/a | n/a | N | yes | n/a |
| MMC SECURITIES LIMITED | n/a | n/a | n/a | N | yes | n/a |
| MMC SECURITIES LLC | n/a | Former SEC adviser | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Greensboro | Nc | United States | 3 | yes |
| SAN DIEGO | CA | United States | 1 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $788M | $402M | 19 | 18 | 3 | n/a | n/a |
| 2024 | Mar 27, 2025 | $715M | $365M | 17 | 16 | 3 | n/a | n/a |
| 2023 | Mar 31, 2024 | $638M | $325M | 17 | 17 | 2 | n/a | n/a |
| 2022 | Mar 28, 2023 | $463M | $170M | 15 | 15 | 0 | n/a | n/a |
| 2021 | Mar 29, 2022 | $515M | $170M | 10 | 10 | 0 | n/a | n/a |
| 2020 | Mar 29, 2021 | $406M | $151M | 10 | 10 | 0 | n/a | n/a |
| 2019 | Mar 30, 2020 | $229M | $138M | 10 | 9 | 0 | n/a | n/a |
| 2018 | Mar 29, 2019 | $251M | $118M | 10 | 9 | 0 | n/a | n/a |
| 2017 | Mar 30, 2018 | $386M | $198M | 11 | 9 | 0 | n/a | n/a |
| 2016 | Mar 19, 2017 | $395M | $95.0M | 11 | 8 | n/a | n/a | n/a |
| 2015 | Mar 28, 2016 | $297M | $136M | 10 | 8 | n/a | n/a | n/a |
| 2014 | Mar 27, 2015 | $310M | $269M | 10 | 8 | n/a | n/a | n/a |
| 2013 | Mar 18, 2014 | $338M | $303M | 10 | 8 | n/a | n/a | n/a |
| 2012 | Feb 19, 2013 | $325M | $235M | 10 | 8 | n/a | n/a | n/a |
| 2011 | Mar 19, 2012 | $220M | $170M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 5.0% | 0 | 0 | 0 | 1 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $788M | $715M | 10.1% | $463M | 19.4% | 19 | 17 | 3 | 3 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| MMA SECURITIES LLC | 4 | Dec 31, 2019 | May 29, 2019 | CONSHOHOCKEN, PA | Firm absorbed | Other | 66.7% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| THE CENTURION GROUP, LLC | 4 | Dec 31, 2019 | Oct 28, 2016 | PLYMOUTH MEETING, PA | Team lift out | Other | 44.4% |