WSFS Capital Management is an investment advisor in Philadelphia with $959.32 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
813631889
SEC advisor number
801-108434
FINRA CRD number
285359
AUM ?
$959.32 mm
(as of 31 Mar 22)
Accounts
1,504
(as of 31 Mar 22)
Employees
17
(10 investment advisory or research)
Address
WSFS Capital Management
1818 MARKET STREET
33RD FLOOR, SUITE 3323
PHILADELPHIA
PA 19103
1818 MARKET STREET
33RD FLOOR, SUITE 3323
PHILADELPHIA
PA 19103
Office hours
Monday - Friday, 9-5
Phone
215-731-1820
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Bacci, Arthur, John | Chairman of the Board | 06/2018 | < 5% |
| WSFS Financial Corp. | Member | 08/2016 | > 75% |
| Wechsler, James, Joseph | Board Member | 03/2019 | < 5% |
| Gelber, Harrison, Randolph | Chief Compliance Officer | 07/2019 | < 5% |
| Clark, Stephen, Paul | Board Member | 03/2019 | < 5% |
| Schneider, Robert, Joseph | President | 12/2019 | < 5% |
| Spangler, Garrett, Cole | Board Member | 02/2020 | < 5% |
| Mills, Jeffrey, D | Chief Investment Officer | 03/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
10 Aug 21
13F-HR
Quarterly holdings report by institutional manager
11 May 21
13F-HR
Quarterly holdings report by institutional manager
2 Feb 21
13F-HR
Quarterly holdings report by institutional manager
6 Nov 20
13F-HR
Quarterly holdings report by institutional manager
7 Aug 20