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Home > Retirement Planners > pennsylvania > erie > BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC
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 |
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