Isi Financial Group Inc.
Isi Financial Group Inc. (CRD# 107356) is a financial advisory firm headquartered in Lancaster, PA. They manage $335,003,502 in 1,522 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management335MILLION
Total Number of Accounts1,522ACCOUNTS
Average Account Value$220,107
- 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
- Educational seminars/workshops
FL, NE, PA, TX
Laura Peace (CRD# 5540135) is an Investment Advisor Representative working at Isi Financial Group Inc. in Lancaster, PA and has over 7 years of experience in the finance industry.
Timothy Decker (CRD# 1911586) is an Investment Advisor Representative working at Isi Financial Group Inc. in Lancaster, PA and has over 27 years of experience in the finance industry.