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CONRAD SIEGEL INVESTMENT ADVISORS
HARRISBURG, PA
(717) 652-5633
SEC #801-62505Total AUM
$10.1B
Employees
23Clients
516Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
501 CORPORATE CIRCLE
HARRISBURG
PA 17110
United States
HARRISBURG
PA 17110
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
(717) 652-5633
Other Offices
2
Financials
Total AUM
$10.1B
Accounts
1,085Discretionary
$3.4B
Accounts
1,030Non-Discretionary
$6.7B
Accounts
55
Clients
Individual Clients
207AUM
$158.5M
HNW Individual Clients
151AUM
$647M
Pension/Profit Sharing Plan Clients
81AUM
$8.5B
Charitable Organization Clients
16AUM
$295.5M
Government Entity Clients
56AUM
$459.2M
Insurance Company Clients
2AUM
$44M
Corporation or Business Clients
3AUM
$58.7M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
401(K) PARTICIPANT CONSULTING AND EDUCATIONAL SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLGALAMDNJNYPATXVA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.