WEDGEWOOD INVESTORS INC

100 State Street, Suite 506
Erie, Pennsylvania 16507-1466
Tel: [814]456-3651

About WEDGEWOOD INVESTORS INC

WEDGEWOOD INVESTORS INC, formally registered with the SEC as WEDGEWOOD INVESTORS INC. The firm was established in 04/03/1987. They have over 1 offices throughout the country.

WEDGEWOOD INVESTORS INC is a Erie, Pennsylvania based Financial Planning firm with nearly $203,860,849 assets under management, offering retirement planning & investment advisory services to 285 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104834
SEC#	801-29144
Assets Managed by Firm	$203,860,849
No. of Clients	285
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	285	$203,860,849
Individuals (other than high net worth individuals)	109	$15,291,120
High net worth individuals	158	$131,345,482
Pension and profit sharing plans	10	$28,155,071
Charitable organizations	5	$3,353,742
Corporations or other businesses	3	$25,715,434

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

Explore More Retirement Advisors in Erie, Pennsylvania

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.