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ECON FINANCIAL SERVICES CORPORATION

UUID3c178c36-2c7c-5943-91d9-08bad7356676
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 226774 226774 1.0
sec_file_number 801-104471 801-104471

Profile

WebsiteHTTP://WWW.ECONWEALTH.COM/
HQ CityHARRISBURG
HQ StatePA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • ECON WEALTH MANAGEMENT adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)192,666,673.0
  • RAUM (discretionary)192,666,673.0
  • Actionable assets101,805,930.0
  • Accounts746.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM0.0
  • Charitable AUM2,364,759.0
  • HNW AUM99,441,171.0

As of 2025-03-05 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.