CONRAD SIEGEL INVESTMENT ADVISORS

501 Corporate Circle
Harrisburg, Pennsylvania 17110
Tel: (717) 652-5633

About CONRAD SIEGEL INVESTMENT ADVISORS

CONRAD SIEGEL INVESTMENT ADVISORS, formally registered with the SEC as CONRAD SIEGEL INVESTMENT ADVISORS. The firm was established in 11/14/2003. They have over 3 offices throughout the country.

CONRAD SIEGEL INVESTMENT ADVISORS is a Harrisburg, Pennsylvania based Financial Planning firm with nearly $9,036,304,927 assets under management, offering retirement planning & investment advisory services to 1011 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	123560
SEC#	801-62505
Assets Managed by Firm	$9,036,304,927
No. of Clients	1011
No. of Advisors	23

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
Other (401(K) PARTICIPANT CONSULTING AND EDUCATIONAL SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1011	$9,036,304,927
Individuals (other than high net worth individuals)	198	$126,634,603
High net worth individuals	148	$590,785,345
Pension and profit sharing plans	76	$7,503,718,678
Charitable organizations	16	$299,975,854
Corporations or other businesses	3	$56,045,152

More Retirement Planning firms in Harrisburg, 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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