Towercrest Capital Management is an investment advisor in Newtown with $510.45 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
270451540
SEC advisor number
801-80857
FINRA CRD number
152069
AUM ?
$633.02 mm
(as of 21 Mar 24)
Accounts
1,558
(as of 21 Mar 24)
Employees
1
(1 investment advisory or research)
Address
Towercrest Capital Management
41 UNIVERSITY DRIVE
SUITE 400
NEWTOWN
PA 18940
41 UNIVERSITY DRIVE
SUITE 400
NEWTOWN
PA 18940
Phone
2158092000
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
10 Dec 21