Renaissance advisory group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$55,000,000
Clients
65
15% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
65
HighAverage account size
$846,154
About
Renaissance Advisory Group manages roughly $70 million for about 65 individual clients, with a client mix that includes high‑net‑worth households. The firm offers discretionary portfolio management and related advisory services and typically charges fees as a percentage of assets under management.
The firm’s brochure describes its methods of analysis and investment strategies and notes ongoing account reviews and the use of investment discretion when authorized by clients. It also documents brokerage practices, custody arrangements and a formal code of ethics, reflecting established operational and compliance processes.
What is distinctive is the firm’s small advisor footprint combined with a relatively concentrated client base and AUM, which implies a higher AUM-per-advisor focus than many peers and may affect client access to the lead advisor. The ADV also contains a section on performance‑based fees and side‑by‑side management and discloses other financial industry activities and proxy‑voting policies, items that prospective clients may want to review for potential conflicts or operational complexities.
Client services
Financial planning
Portfolio management
Selection of other advisers
Fee options
Main office location
Renaissance advisory group
36 A Summit Grove Ave
Bryn Mawr PA 19010, United States
Number of offices
1
Most active in
Renaissance advisory group has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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