Sturdivant & Co. Inc. (Voorhees)

Sturdivant & provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sturdivant &: assets under management

The assets under management (AUM) of Sturdivant & Co. Inc. is $148.5 million. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $72.5 million in discretionary accounts and $76 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.08 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $10.86 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sturdivant & Co. Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Based in Voorhees

The principal office where Sturdivant & Co. Inc. performs its advisory services is located at 1000 Main Street Plaza, Voorhees, NJ 08043, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 856-751-1331 or by fax 856-751-1141. The normal business hours are 8:00 am to 5:30 pm on Monday - Friday.

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