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Building 2CHRISTINE MESSMER, P.C.

Map pinCOLLEGEVILLE, PA
Phone610-489-7925
NotebookSEC #801-118953
Total AUM
$240.6M
Employees
1
Clients
206

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 OAK STREET
COLLEGEVILLE
PA 19426
United States
Operating Hours
9AM THROUGH 9PM
Monday - Friday
Phone
610-489-7925

ReceiptFinancials

Total AUM
$240.6M
Accounts
206
Discretionary
$1.6M
Accounts
3
Non-Discretionary
$239M
Accounts
203

ContactClients

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Individual Clients
199
AUM
$177M
HNW Individual Clients
7
AUM
$63.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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

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