Overview
Assets Under Management: $241 million
Headquarters: COLLEGEVILLE, PA
High-Net-Worth Clients: 7
Average Client Assets: $9.1 million
Frequently Asked Questions
CHRISTINE MESSMER, P.C. 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 #121202), CHRISTINE MESSMER, P.C. is subject to fiduciary duty under federal law.
CHRISTINE MESSMER, P.C. is headquartered in COLLEGEVILLE, PA.
CHRISTINE MESSMER, P.C. serves 7 high-net-worth clients according to their SEC filing dated January 22, 2026. View client details ↓
According to their SEC Form ADV, CHRISTINE MESSMER, P.C. offers financial planning and portfolio management for individuals. View all service details ↓
CHRISTINE MESSMER, P.C. manages $241 million in client assets according to their SEC filing dated January 22, 2026.
According to their SEC Form ADV, CHRISTINE MESSMER, P.C. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.42%
Average Client Assets: $9.1 million
Total Client Accounts: 206
Discretionary Accounts: 3
Non-Discretionary Accounts: 203
Regulatory Filings
CRD Number: 121202
Filing ID: 2042978
Last Filing Date: 2026-01-22 09:26:28