PENNSYLVANIA CAPITAL MANAGEMENT INC.

1841 Huntingdon Pike
Huntingdon Valley, Pennsylvania 19006
Tel: 215-881-7700

About PENNSYLVANIA CAPITAL MANAGEMENT INC.

PENNSYLVANIA CAPITAL MANAGEMENT INC, formally registered with the SEC as PENNSYLVANIA CAPITAL MANAGEMENT INC. The firm was established in 12/04/1995. They have over 6 offices throughout the country.

PENNSYLVANIA CAPITAL MANAGEMENT INC. is a Huntingdon Valley, Pennsylvania based Financial Planning firm with nearly $678,004,218 assets under management, offering retirement planning & investment advisory services to 1079 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107648
SEC#	801-50732
Assets Managed by Firm	$678,004,218
No. of Clients	1079
No. of Advisors	11

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
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1079	$678,004,218
Individuals (other than high net worth individuals)	79	$30,244,503
High net worth individuals	101	$606,187,992
Pension and profit sharing plans	Fewer than 5 clients	$9,666,696
Charitable organizations	Fewer than 5 clients	$6,133,137
Corporations or other businesses	Fewer than 5 clients	$25,771,890

More Retirement Planning firms in Huntingdon Valley, 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
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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