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Building 2WEDGEWOOD INVESTORS INC

Map pinERIE, PA
Phone[814]456-3651
NotebookSEC #801-29144
Total AUM
$215.8M
Employees
4
Clients
296

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 STATE STREET, SUITE 506
ERIE
PA 16507-1466
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
[814]456-3651

ReceiptFinancials

Total AUM
$215.8M
Accounts
296
Discretionary
$214.1M
Accounts
289
Non-Discretionary
$1.7M
Accounts
7

ContactClients

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Individual Clients
132
AUM
$17.7M
HNW Individual Clients
144
AUM
$141.3M
Pension/Profit Sharing Plan Clients
10
AUM
$20.9M
Charitable Organization Clients
5
AUM
$4.2M
Corporation or Business Clients
5
AUM
$31.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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

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