Overview
Assets Under Management: $348 million
Headquarters: LANCASTER, PA
High-Net-Worth Clients: 153
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 153
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.07
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,344
Discretionary Accounts: 1,337
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 117105
Filing ID: 1958269
Last Filing Date: 2025-03-27 10:25:00
Website: https://visitpsionline.com