Janney Montgomery Scott LLC

Janney Montgomery Scott LLC
Last update 2024-02-08 2591 Stocks (241 new)
Value $30.77 Bil Turnover 8 %
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Janney Montgomery Scott LLC Profile

Janney Montgomery Scott LLC is a full service financial services firm based out of Philadelphia, Pennsylvania. The company was originally established in 1832 as Lawrence Turnure & Co., although the company namesake Montgomery Scott & Co. would not be established in 1929 by Col. Montgomery. Janney & Co. would acquire Wurts, Dulles & Co. to become Janney, Dulles & Co. in 1956, merging again later that year with Winthrop H. Battles to become Janney, Dulles & Battles, Inc. The current Janney Montgomery Scott would be formed out of a series of mergers in the 1970s, and would be acquired by the Penn Mutual Life Insurance Company in 1982, which it continues to operate as a subsidiary under. Janney Montgomery Scott currently operates with 1825 employees of which 735 are investment professionals. The company has expanded its operations to now have locations in Massachusetts, Georgia, Florida, Delaware, New Jersey, New York, Ohio, Virginia, Maryland, and South Carolina. Janney Montgomery Scott’s offering of a full services approach has created a “comprehensive platform that delivers superior transaction execution, sustained follow through and long-term value added client support.” The company invests most heavily in the mutual funds sector, which alone makes up almost a third of its total allocations, and also invests in the finance, health care, information technology, consumer staples, and consumer discretionary sectors, among others to a lesser degree, in order of decreasing allocation. The company’s holdings are highly diversified with none of its holdings except its top 1.2% holding in General Electric Co. making up over 1% of its total holdings. Janney Montgomery Scott holds over $18.5 billion in total assets under management spread across over 54,000 accounts. Both of the company’s total number of accounts and total managed assets have been increasing with its managed assets growing from $5.1 billion back in 2010 to its current amount.
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