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

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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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