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Bishop & Associates Inc

CRD 105257SEC# 801-454Philadelphia, PA
Export (members)
No longer SEC-registered. Bishop & Associates Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$106.1M
Employees
3
Accounts
62
Location
Philadelphia, PA

Bishop & Associates Inc assets under management

Bishop & Associates Inc is an investment advisory firm registered with the SEC based in Philadelphia, PA. It reports $106.1 million in regulatory assets under management and employs 3 people.

Bishop & Associates Inc owners & executives

2 reported
NameTitleOwnershipSince
Henry M Kwiecinski ControlPresident And Chief Compliance Officer25-50%2007
Henry Raymond Kwiecinski ControlRetired50-75%2019

Frequently asked questions

How much does Bishop & Associates Inc manage?

Bishop & Associates Inc reports $106.1 million in regulatory assets under management on its Form ADV.

How many employees does Bishop & Associates Inc have?

Bishop & Associates Inc reports 3 employees.

Where is Bishop & Associates Inc located?

Bishop & Associates Inc is based in Philadelphia, PA.

Does Bishop & Associates Inc disclose fund performance?

Bishop & Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1900 Market Street, Fl 8, Philadelphia, PA 19103
Office hours9:00a.m. - 4:30 p.m.
Discloses disciplinary historyNo

Regulatory AUM

$106.1MNo change
May '25 — $106.1MJun '25 — $106.1MJul '25 — $106.1MAug '25 — $106.1MSep '25 — $106.1MOct '25 — $106.1MNov '25 — $106.1MDec '25 — $106.1MJan '26 — $106.1MFeb '26 — $106.1MMar '26 — $106.1MApr '26 — $106.1MMay '26 — $106.1MJun '26 — $106.1M
May '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$106.1Mregulatory AUM
Discretionary $103.8MNon-discretionary $2.3M