Overview

Assets Under Management: $9.0 billion
Headquarters: HARRISBURG, PA
High-Net-Worth Clients: 148
Average Client Assets: $4 million

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Clients

Number of High-Net-Worth Clients: 148
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 6.54
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,011
Discretionary Accounts: 958
Non-Discretionary Accounts: 53

Regulatory Filings

CRD Number: 123560
Last Filing Date: 2024-09-25 00:00:00
Website: HTTPS://WWW.TWITTER.COM/CONRADSIEGELACT