Isi Financial Group Inc.

Isi Financial Group Inc. (CRD# 107356) is a financial advisory firm headquartered in Lancaster, PA. They manage $512,493,993 in 1,933 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    512
    MILLION
  • Total Number of Accounts
    1,933
    ACCOUNTS
  • Average Account Value
    $265,129
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
  • Educational seminars/workshops
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.

FL, NC, NE, NH, PA, TX, VA

Financial Advisors at Isi Financial Group Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Timothy J. Decker
CRD#: 1911586
570 Lausch Lane, Suite 100, Lancaster, PA 17601

Timothy Decker (CRD# 1911586) is an Investment Advisor Representative working at Isi Financial Group Inc. in Lancaster, PA and has over 31 years of experience in the finance industry.

2
Laura L. Peace
CRD#: 5540135
570 Lausch Lane, Suite 100, Lancaster, PA 17601

Laura Peace (CRD# 5540135) is an Investment Advisor Representative working at Isi Financial Group Inc. in Lancaster, PA and has over 10 years of experience in the finance industry.

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