4755 Linglestown Road
Suite 204
Harrisburg, Pennsylvania 17112
Tel: 717-545-5870
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.
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 |
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 |
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 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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