Locust Capital Management

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Description

  • Locust Capital Management provides customized investment advisory solutions to individuals, families and small corporations. Locust Capital Management is able to eliminate the complexities of managing wealth for their clients. Locust Capital works with each client to develop a tailored investment policy to address client specific needs and requirements. Locust Capital clients portfolios are customized in a tax efficient manner using multiple asset classes and a best of the breed manager selection. Locust Capital's open architecture platform allows independent and objective recommendations based on your financial needs and goals. By integrating the various financial needs such as wealth management, taxes, estate and wealth transfer, insurance needs, and philanthropic planning, Locust Capital creates a comprehensive and well-orchestrated plan. Our client reports are comprehensive and easy to follow, allowing our clients to view their entire net worth in a single, consolidated report. Strong customer service is the cornerstone to our success. Our clients can expect world class service and immediate access to one of our senior advisors.
  • location

    Headquarters:1629 Locust Street , Philadelphia, Pennsylvania, United States

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  • Locust Capital Management phone

    Phone Number: +1 215-735-9530

  • Locust Capital Management website

    Website: https://www.locustcap.com

  • Locust Capital Management employees

    Employees:6

  • Locust Capital Management revenue

    Revenue:$1 - 10M

  • Locust Capital Management legal name

    Legal Name:Locust Capital Management

  • Locust Capital Management's Social Media

    Locust Capital Management linkedin
  • done Is this data correct?
  • |  NAICS Code: 561990  |

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Person level website identification

Chief Financial Officer for Locust Capital Management

Anna Marie

Chief Financial Officer

Person level website visitor identification

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View Employees

Anna Marie

Chief Financial Officer

William Casey

Owner

Adam Tucker

Managing Director

Samantha Bedrosian

Project Manager

Frequently Asked Questions regarding Locust Capital Management

  • Where are Locust Capital Management's Headquarters?

    Locust Capital Management's Headquarters are in 1629 Locust Street ,Philadelphia,Pennsylvania,United States

  • What is Locust Capital Management's phone number?

    Locust Capital Management's phone number is +1 215-735-9530

  • What is Locust Capital Management's official website?

    Locust Capital Management's official website is https://www.locustcap.com

  • What is Locust Capital Management's Revenue?

    Locust Capital Management's revenue is $1 - 10M

  • What is Locust Capital Management's NAICS code?

    Locust Capital Management's NAICS code is 561990

  • How many employees are working in Locust Capital Management

    Locust Capital Management has 6 employees

  • What is Locust Capital Management's Industry?

    Locust Capital Management is in the industry of Investment Management

  • Who is Locust Capital Management's Chief Financial Officer?

    Locust Capital Management's Chief Financial Officer is Anna Marie

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