Cressman Investment Management, LLC

Cressman Investment Management, LLC (CRD# 143242) is a financial advisory firm headquartered in Whitehall, PA. They manage $10,159,417 in 47 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $216,158
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Cressman Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Roger A. Cressman
CRD#: 2486730
Whitehall, PA
93
Wealthminder
score

Roger Cressman (CRD# 2486730) is an Investment Advisor Representative working at Cressman Investment Management, LLC in Whitehall, PA and has over 22 years of experience in the finance industry.

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