Janney Montgomery Scott

Asset ManagerPhiladelphia, United States
$73.0B
Assets Under Management
Philadelphia
Headquarters

About Janney Montgomery Scott

Carney Peterson Wealth Management Group, a multi-generational family business with over 40 years of combined experience in the industry, provides concierge-level service and wealth management strategies for our clients and their families. Our clients consider us to be a vital part of their decision-making circle -we work closely not only with our clients, but also with their estate planning attorneys, accountants/ CPAs, and insurance advisors. By working collaboratively, we have a greater understanding of our clients' specific needs and expectations, and can recommend a wealth management strategy that takes all of these important components into consideration.

Preferred Investment Types

Investment FundsJoint Venture/PartnerLong-Term InvestmentsPhilanthropyPrivate Equity

Preferred Sectors & Themes

Capital MarketsCharitable InvestmentsConservative AllocationCorporate Finance ConsultingDiversified Finance ConsultingEquity/Mutual FundsEquity SecuritiesFund of FundsInvestment ManagementLegal & Tax ServicesMulti-Asset InvestingOptions TradingRetirement PlanningTrust ManagementWealth & Estate PlanningFinanceFinancial ServicesHigh-Level Sectors

Preferred Geographies

United States

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Frequently asked questions

What type of investor is Janney Montgomery Scott?

Janney Montgomery Scott is a asset manager based in Philadelphia, United States, managing approximately $73.0B in assets.

Where is Janney Montgomery Scott headquartered?

Janney Montgomery Scott is headquartered in Philadelphia, United States.

How much does Janney Montgomery Scott manage?

Janney Montgomery Scott manages approximately $73.0B in assets under management.

What does Janney Montgomery Scott invest in?

Janney Montgomery Scott focuses on Investment Funds, Joint Venture/Partner, Long-Term Investments, Philanthropy, Private Equity, Capital Markets, Charitable Investments, Conservative Allocation.

How can I contact Janney Montgomery Scott?

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