Janney Montgomery Scott is a asset manager based in Philadelphia, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
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.
Investment types: Investment Funds, Joint Venture/Partner, Long-Term Investments, Philanthropy, Private Equity
Sectors & themes: Capital Markets, Charitable Investments, Conservative Allocation, Corporate Finance Consulting, Diversified Finance Consulting, Equity/Mutual Funds, Equity Securities, Fund of Funds, Investment Management, Legal & Tax Services, Multi-Asset Investing, Options Trading, Retirement Planning, Trust Management, Wealth & Estate Planning, Finance, Financial Services, High-Level Sectors, Non-Profit, Traditional Investments (Liquid Assets)
Preferred geographies: United States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.