Conrad Siegel Investment Advisors

Conrad Siegel Investment Advisors (CRD# 123560) is a financial advisory firm headquartered in Harrisburg, PA. They manage $7,774,909,225 in 957 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
501 Corporate Circle, Harrisburg, PA 17110
http://www.my-benefits-info.com
By the Numbers
  • Total Assets Under Management
    7,775
    MILLION
  • Total Number of Accounts
    957
    ACCOUNTS
  • Average Account Value
    $8,124,252
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MD, NY, PA, TX

Financial Advisors at Conrad Siegel Investment Advisors
Showing 21 - 22 of 22 top financial advisors.
21
Richard Lavery, financial advisor Harrisburg PA
Richard Lavery
CRD#: 7808782
501 Corporate Circle, Harrisburg, PA 17110

Richard Lavery (CRD# 7808782) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has 1 year of experience in the finance industry.

22
Brianna Mumma, financial advisor Harrisburg PA
Brianna G. Mumma
CRD#: 7546720
501 Corporate Circle, Harrisburg, PA 17110

Brianna Mumma (CRD# 7546720) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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