PSI CAPITAL MANAGEMENT

147 North Shippen Street
Lancaster, Pennsylvania 17602
Tel: 717-207-7123

About PSI CAPITAL MANAGEMENT

PSI CAPITAL MANAGEMENT, formally registered with the SEC as PSI CAPITAL MANAGEMENT. The firm was established in 03/23/2018. They have over 6 offices throughout the country.

PSI CAPITAL MANAGEMENT is a Lancaster, Pennsylvania based Financial Planning firm with nearly $287,136,320 assets under management, offering retirement planning & investment advisory services to 1313 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117105
SEC#	801-112684
Assets Managed by Firm	$287,136,320
No. of Clients	1313
No. of Advisors	10

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1313	$287,136,320
Individuals (other than high net worth individuals)	551	$102,193,277
High net worth individuals	181	$172,458,562
Charitable organizations	2	$720,173
Corporations or other businesses	2	$11,764,308

More Retirement Planning firms in Lancaster, 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

Explore More Retirement Advisors in Lancaster, Pennsylvania

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.