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).
Current Firm Details
By the Numbers
-
Total Assets Under Management512MILLION
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Total Number of Accounts1,933ACCOUNTS
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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

Registered Investment Advisor
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.
1
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 Peace (CRD# 5540135) is an Investment Advisor Representative working at Isi Financial Group Inc. in Lancaster, PA and has over 11 years of experience in the finance industry.
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