Overview
Assets Under Management: $318 million
Headquarters: ERIE, PA
High-Net-Worth Clients: 101
Average Client Assets: $3 million
Frequently Asked Questions
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146448), BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC is headquartered in ERIE, PA.
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC serves 101 high-net-worth clients according to their SEC filing dated December 09, 2024. View client details ↓
According to their SEC Form ADV, BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC manages $318 million in client assets according to their SEC filing dated December 09, 2024.
According to their SEC Form ADV, BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
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