National Retirement Planning Experts

National Coverage
Local Professionals

ECON WEALTH MANAGEMENT

4755 Linglestown Road
Suite 204
Harrisburg, Pennsylvania 17112
Tel: 717-545-5870

Need a Financial Advisor?
Compare Vetted Advisors

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 StatusApproved
Firm CRD#226774
SEC#801-104471
Assets Managed by Firm$192,666,673
No. of Clients746
No. of Advisors7

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 ClientsAUM
Firm Total746$192,666,673
Individuals (other than high net worth individuals)264$90,860,743
High net worth individuals43$99,441,171
Charitable organizationsFewer than 5 clients$2,364,759

More Retirement Planning firms in Harrisburg, Pennsylvania:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
VANGUARD GROUP INC
100 Vanguard Blvd, V26
Malvern, PA, 19355
$7,909,760,294,676209980
FEDERATED INVESTMENT MANAGEMENT COMPANY
1001 Liberty Avenue
Pittsburgh, PA, 15222-3779
$501,645,588,24580101
VANGUARD GLOBAL ADVISERS, LLC
100 Vanguard Boulevard
Malvern, PA, 19355
$432,749,681,046153262
VANGUARD ADVISERS, INC.
100 Vanguard Blvd
Malvern, PA, 19355
$333,066,527,2688044622107
SEI INVESTMENTS MANAGEMENT CORP
One Freedom Valley Drive
Oaks, PA, 19456
$194,796,322,01393301411

Explore More Retirement Advisors in Harrisburg, Pennsylvania