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Home > Retirement Planners > pennsylvania > harrisburg > ECON WEALTH MANAGEMENT
ECON WEALTH MANAGEMENT
4755 Linglestown Road
Suite 204
Harrisburg, Pennsylvania 17112
Tel: 717-545-5870
About ECON WEALTH MANAGEMENT
ECON WEALTH MANAGEMENT, formally registered with the SEC as ECON WEALTH MANAGEMENT. The firm was established in 07/24/2015. They have over 2 offices throughout the country.
ECON WEALTH MANAGEMENT is a Harrisburg, Pennsylvania based Financial Planning firm with nearly $192,666,673 assets under management, offering retirement planning & investment advisory services to 746 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 226774 |
| SEC# | 801-104471 |
| Assets Managed by Firm | $192,666,673 |
| No. of Clients | 746 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 746 | $192,666,673 |
| Individuals (other than high net worth individuals) | 264 | $90,860,743 |
| High net worth individuals | 43 | $99,441,171 |
| Charitable organizations | Fewer than 5 clients | $2,364,759 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $194,796,322,013 | 93301 | 411 | |
| $190,960,333,268 | 377 | 657 |
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