BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC

1250 Tower Lane
Suite 101
Erie, Pennsylvania 16505
Tel: 814-314-0344

About BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC

BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC. The firm was established in 02/12/2008. They have over 1 offices throughout the country.

BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC is a Erie, Pennsylvania based Financial Planning firm with nearly $318,480,852 assets under management, offering retirement planning & investment advisory services to 466 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146448
SEC#	801-68856
Assets Managed by Firm	$318,480,852
No. of Clients	466
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	466	$318,480,852
Individuals (other than high net worth individuals)	98	$36,686,320
High net worth individuals	86	$259,791,533
Pension and profit sharing plans	Fewer than 5 clients	$4,868,901
Charitable organizations	Fewer than 5 clients	$17,134,098

More Retirement Planning firms in Erie, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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