Addison Capital

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

20 Ash St Fl 3, Conshohocken, Pennsylvan...

Phone Number

(215) 563-6919

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
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ZI Rank
1
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About Addison Capital

At Addison Capital we provide investment advice that is completely unbiased and always in our clients interests. What we like to call Intelligent Investing; striving to help identify your objectives for asset growth, income, principal protection and tax minimization. Our overriding principal is capital appreciation. We work with clients to develop a tailored asset allocation that fits each clients needs and risk tolerance levels. Whether your goals are long term asset growth or maximum income generation, we specialize in both Equity and Fixed Income investing. We ensure our interests are aligned with those of our clients by providing fee-only services; we do not generate commissions. In fact, we do not sell anything other than our ability to make your wealth grow. As such, our interests are to see your investment grow to its maximum potential, not to simply turnover trades to generate commissions. As a fiduciary, think of us as your hired watchdog for Wall St. We are your ally and citaRead more
Addison Capital's Social MediaPopular SearchesAddison CapitalAddison Capital IncAddison Capital CoAddison Capital Co. IncAddison Capital Group LLCSIC Code 62,628NAICS Code 52,523Show more

Addison Capital Org Chart

PhoneEmail
JC
United States flag for contact location.

Managing Director, Investment Banking

PhoneEmail
AK
United States flag for contact location.

Managing Director

PhoneEmail

PhoneEmail
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Compare insights from companies similar to Addison Capital, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Addison Capital

<$5M
1-10
Private
-
2007
JC
James CrumplerManaging Director, Investment Banking
$5.5M
11-50
Private
-
1975
SS
Sarah StymusVice President, Financial Planning
<$5M
1-10
Private
-
2009
KA
Kathleen AdkinsOffice Manager
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
2008
JA
Jeannine AshmoreClient Associate
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Addison Capital is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Addison Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Addison Capital.

Addison Capital Tech Stack

A closer look at the technologies used by Addison Capital

Addison Capital News & Media

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Frequently Asked Questions Regarding Addison Capital

What is Addison Capital's official website?
Addison Capital's official website is www.addisoncapital.com
What is Addison Capital's Revenue?
Addison Capital's revenue is <$5 Million
What is Addison Capital's SIC code?
Addison Capital's SIC: 62,628
What is Addison Capital's NAICS code?
Addison Capital's NAICS: 52,523
How many employees does Addison Capital have?
Addison Capital has 1-10 employees
What industry does Addison Capital belong to?
Addison Capital is in the industry of: Finance, Securities Trading
What is Addison Capital competition?
Addison Capital top competitors include: Journey Capital Advisers, Traynor Capital Management, Whitney, Beck Capital Management
What technology does Addison Capital use?
Some of the popular technologies that Addison Capital uses are: HubSpot, HubSpot Form Builder, Microsoft 365, Google Tag Manager
How do I contact Addison Capital?
Addison Capital contact info: Phone number: (215) 563-6919 Website: www.addisoncapital.com
What does Addison Capital do?

At Addison Capital we provide investment advice that is completely unbiased and always in our clients interests. What we like to call Intelligent Investing; striving to help identify your objectives for asset growth, income, principal protection and tax minimization. Our overriding principal is capital appreciation. We work with clients to develop... a tailored asset allocation that fits each clients needs and risk tolerance levels. Whether your goals are long term asset growth or maximum income generation, we specialize in both Equity and Fixed Income investing. We ensure our interests are aligned with those of our clients by providing fee-only services; we do not generate commissions. In fact, we do not sell anything other than our ability to make your wealth grow. As such, our interests are to see your investment grow to its maximum potential, not to simply turnover trades to generate commissions. As a fiduciary, think of us as your hired watchdog for Wall St. We are your ally and citadel in a turbulent investment world. Our investment success and reputation has resulted in long-standing client relationships and national recognition. We welcome your interest.Read More

What are Addison Capital social media links?
Addison Capital Linkedin page
Is Addison Capital a public company?
Addison Capital is private company therefore does not currently have an official ticker symbol
See more information about Addison Capital

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