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).

By the Numbers
  • Total Assets Under Management
    335
    MILLION
  • Total Number of Accounts
    1,522
    ACCOUNTS
  • Average Account Value
    $220,107
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, NE, PA, TX

Financial Advisors at Isi Financial Group Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Laura L. Peace
CRD#: 5540135
26a East Roseville Road, Lancaster, PA 17601
93
Wealthminder
score

Laura Peace (CRD# 5540135) is an Investment Advisor Representative working at Isi Financial Group Inc. in Lancaster, PA and has over 6 years of experience in the finance industry.

2
Timothy J. Decker
CRD#: 1911586
26a East Roseville Road, Lancaster, PA 17601
63
Wealthminder
score

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.

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