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Conestoga Capital Advisors, LLC

Headquartered in WAYNE, PA

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Firm Information

Conestoga Capital Advisors, LLC is an investment advisor located in WAYNE, PA. The firm provides portfolio management services to individuals, businesses, pooled investment vehicles, and investment companies. The firm manages approximately $8.8 billion in assets.

Conestoga Capital Advisors, LLC

CROSSPOINT AT VALLEY FORGE

WAYNE, PA 19087

$8.76B

Assets Under Management

26

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

CONESTOGA CAPITAL ADVISORS, LLC has a total of 2 branch locations across the country.
location

WAYNE, PA

location

Wayne, PA

Advisors at Conestoga Capital Advisors, LLC

View All 9 Advisors
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Bronwyn Verre Dewey

RA

WAYNE, PA

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Robert Michael Mitchell

RA

WAYNE, PA

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David Michael Lawson

CFA®, RA

WAYNE, PA

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Joseph Francis Monahan

CFA®, RA

WAYNE, PA

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Duane Randall Dorazio

RA

WAYNE, PA

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David Ryan Neiderer

CFA®, RA

WAYNE, PA

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John Edward Schipper,iv

RA

WAYNE, PA

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Jeffrey Anthony Riggs

RA

Wayne, PA

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Disclosures

There are no public disclosures for Conestoga Capital Advisors, LLC.

Frequently Asked Questions (7)

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