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Building 2MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

Map pinMECHANICSBURG, PA
Phone717-790-9001
NotebookSEC #801-101544
Total AUM
$398.4M
Employees
4
Clients
176

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
940 CENTURY DRIVE
SUITE B
MECHANICSBURG
PA 17055-4376
United States
Operating Hours
8:00A.M.-5:00P.M.
Monday - Friday
Phone
717-790-9001

ReceiptFinancials

Total AUM
$398.4M
Accounts
715
Discretionary
$386.9M
Accounts
703
Non-Discretionary
$11.5M
Accounts
12

ContactClients

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Individual Clients
88
AUM
$42.9M
HNW Individual Clients
87
AUM
$351.7M
Charitable Organization Clients
1
AUM
$3.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
PATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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