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Building 2PSI CAPITAL MANAGEMENT

Map pinLANCASTER, PA
Phone717-207-7123
NotebookSEC #801-112684
Total AUM
$384.8M
Employees
11
Clients
514

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
147 NORTH SHIPPEN STREET
LANCASTER
PA 17602
United States
Operating Hours
9AM TO 4PM
Monday - Friday
Phone
717-207-7123
Other Offices
3

ReceiptFinancials

Total AUM
$384.8M
Accounts
1,414
Discretionary
$382.7M
Accounts
1,407
Non-Discretionary
$2.1M
Accounts
7

ContactClients

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Individual Clients
409
AUM
$146.4M
HNW Individual Clients
94
AUM
$229.7M
Charitable Organization Clients
4
AUM
$2.5M
Corporation or Business Clients
7
AUM
$6.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNCPATXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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