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:

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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