Overview
Assets Under Management: $318 million
Headquarters: ERIE, PA
High-Net-Worth Clients: 101
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.02
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 466
Discretionary Accounts: 466
Regulatory Filings
CRD Number: 146448
Last Filing Date: 2024-12-09 00:00:00
Website: https://bishopinvestmentmanagement.com