Botel Asset Management Employee Directory

Investment ManagementPennsylvania, United States0-1 Employees

Botel Asset Management is a small investment management firm that operates on a principal-only basis, focusing on wealth management for individuals, families, and small companies. Based in Bala Cynwyd, Pennsylvania, the firm traces its history to 1984 and was known as Penn Center Investments prior to 2006. The principals, Rob and Max Botel, personally handle each client account, providing direct access for portfolio discussions and other matters.

The practice is conducted in partnership with Prospera Financial Services, a Dallas-based independent firm that supports back-office operations through its clearing firm, First Clearing LLC, a non-bank affiliate of Wells Fargo. This collaboration allows Botel to concentrate on client advisory services rather than administrative tasks. The firm serves clients across the United States, with reach from Philadelphia to Palm Beach to San Francisco.

Sign up for free to view info

Company overview Email format