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John Edward Schipper,iv

Conestoga Capital Advisors, LLC

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About John Edward Schipper,iv

John Edward Schipper,iv is an investment advisor representative with Conestoga Capital Advisors, LLC. John Edward Schipper,iv is based in WAYNE, PA and has been in the industry since July 2013. John Edward Schipper,iv is registered with the state of Pennsylvania. John Edward Schipper,iv has passed the Uniform Investment Adviser Law Examination (Series 65). John Edward Schipper,iv specializes in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Conestoga Capital Advisors, LLC manages over $8.75 billion in assets for a variety of clients, including individuals, families, businesses, trusts, foundations, and endowments.

Firm Information

John Schipper,iv is currently registered with Conestoga Capital Advisors, LLC. 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.

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John Schipper,iv’s Registration & Firm History

PA

12/23/2013 - Present

Conestoga Capital Advisors, LLC (WAYNE PA)

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Licenses & Designations

IA

Issued 12/22/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Edward Schipper,iv.
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