Firstservice Capital Inc (Doylestown)

Firstservice Capital Inc is a large advisory firm based in Doylestown. It manages $149.87 million of regulatory assets for 422 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of New Jersey and Pennsylvania.

Firstservice Capital provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Firstservice Capital: assets under management

The assets under management (AUM) of Firstservice Capital Inc is $149.87 million, all of which is managed in discretionary accounts. 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 $149.87 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $355.14 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Firstservice Capital Inc for their services and products based on a percentage of assets under management and commissions. 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.

Careers at Firstservice Capital Inc

Clyde Custer Leaver has been acting as President since 1 May 2001. Jill Diane Geesey joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Firstservice Bank	Parent company	1 Jan 2000	75% - 100%	23-2808477
Eric Vaughn Landes	Vice president	1 Jan 2000	Other	4418250
Clyde Custer Leaver	President	1 May 2001	Other	2295323
National Penn Bank	Parent company	1 May 2003	75% - 100%	23-0906608
John C Spier	Director	1 Jun 2003	Other	4418234
Bruce Kilroy	Director	1 Jun 2003	Other	4681703
Sharon Weaver	Director	1 Jun 2003	Other	4681704
Donald P Worthington	Director	1 Jun 2003	Other	4411890
Larry E Nolt	President	1 Jul 2003	Other	3023617
Jill Diane Geesey	Chief compliance officer	1 May 2005	Other	2146390

Indirect Owners

The SEC currently registers 13 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Lawrence J. Grim	Director	1 Jul 1995	Other	4411858
Henry W. Longacre	Director	1 Jul 1995	Other	4411860
Alexander Rankin	Chariman of the board	1 Jul 1995	Other	4411873
Gilbert Patrick Stillman	Director	1 Jul 1995	Other	4411882
Donald P Worthington	Director	1 Jul 1995	Other	4411890
Stanley L Worthington	Director	1 Jul 1995	Other	4411893
Ernest O Goelz	Director	1 Jul 1995	Other	4418216
John C Spier	Ceo, president	1 Jul 1995	Other	4418234
Robert L Byers	Director	1 Jul 1995	Other	4418237
Richard F Gerhart	Director	1 Jul 1995	Other	4418239
William H Eastburn	Director	1 May 1996	Other	4418244
Victoria M Azar	Director	1 Jun 1996	Other	4418242
Gerald J. Manna	Director	1 Feb 1997	Other	4411867

Based in Doylestown

The principal office where Firstservice Capital Inc performs its advisory services is located at 95 North Broad St, Doylestown, PA 18901, 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 215-230-7171 or by fax 215-230-4471. The normal business hours are 8:00am - 5:00pm on Monday - Friday.