Psi Capital Management
Psi Capital Management (CRD# 117105) is a financial advisory firm headquartered in Lancaster, PA. They manage $287,136,320 in 1,313 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management287MILLION
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Total Number of Accounts1,313ACCOUNTS
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Average Account Value$218,687
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, MD, NC, PA, TX, VA
James Balthaser (CRD# 4088364) is an Investment Advisor Representative working at Psi Capital Management in Lancaster, PA and has over 24 years of experience in the finance industry.
Susanne Dombrowski (CRD# 1939883) is an Investment Advisor Representative working at Psi Capital Management in Lancaster, PA and has over 34 years of experience in the finance industry.
Thomas Houck (CRD# 4620004) is an Investment Advisor Representative working at Psi Capital Management in Hanover, PA and has over 24 years of experience in the finance industry.
Karl Lehman (CRD# 4619999) is an Investment Advisor Representative working at Psi Capital Management in Lancaster, PA and has over 24 years of experience in the finance industry.
Steven Mitchell (CRD# 2114236) is an Investment Advisor Representative working at Psi Capital Management in Lancaster, PA and has over 33 years of experience in the finance industry.
Scott Smith (CRD# 2123979) is an Investment Advisor Representative working at Psi Capital Management in Lancaster, PA and has over 33 years of experience in the finance industry.
Gregory Staub (CRD# 1355080) is an Investment Advisor Representative working at Psi Capital Management in Harrisburg, PA and has over 39 years of experience in the finance industry.
Matthew Staub (CRD# 5927776) is an Investment Advisor Representative working at Psi Capital Management in Lancaster, PA and has over 12 years of experience in the finance industry.
Vanessa Zook (CRD# 6111776) is an Investment Advisor Representative working at Psi Capital Management in Lancaster, PA and has over 11 years of experience in the finance industry.