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CHRISTINE MESSMER, P.C.
101 Oak Street
Collegeville, Pennsylvania 19426
Tel: 610-489-7925
About CHRISTINE MESSMER, P.C.
CHRISTINE MESSMER, PC, formally registered with the SEC as CHRISTINE MESSMER, PC. The firm was established in 06/30/2020. They have over 1 offices throughout the country.
CHRISTINE MESSMER, P.C. is a Collegeville, Pennsylvania based Financial Planning firm with nearly $198,000,000 assets under management, offering retirement planning & investment advisory services to 545 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 121202 |
| SEC# | 801-118953 |
| Assets Managed by Firm | $198,000,000 |
| No. of Clients | 545 |
| No. of Advisors | 1 |
Fee Structure
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 545 | $198,000,000 |
| Individuals (other than high net worth individuals) | 143 | $99,000,000 |
| High net worth individuals | 51 | $99,000,000 |
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