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Building 2ISI FINANCIAL GROUP INC

Map pinLANCASTER, PA
Phone717-393-3353
NotebookSEC #801-50678
Total AUM
$721.9M
Employees
5
Clients
475

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
570 LAUSCH LANE
SUITE 100
LANCASTER
PA 17601
United States
Operating Hours
8:00AM-4:30PM
Monday - Friday
Phone
717-393-3353

ReceiptFinancials

Total AUM
$721.9M
Accounts
2,008
Discretionary
$721.9M
Accounts
2,008
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
195
AUM
$97.6M
HNW Individual Clients
270
AUM
$568.1M
Pension/Profit Sharing Plan Clients
9
AUM
$55.5M
Charitable Organization Clients
1
AUM
$731.9K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CAFLMDNCNENHPATXVA

HandshakeAffiliates

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

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