Pennsylvania Capital Management Inc.
Pennsylvania Capital Management Inc. (CRD# 107648) is a financial advisory firm headquartered in Willow Grove, PA. They manage $328,467,708 in 890 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management328MILLION
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Total Number of Accounts890ACCOUNTS
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Average Account Value$369,065
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
FL, LA, NH, NJ, NY, PA, TX
Irvin Schorsch (CRD# 1051228) is an Investment Advisor Representative working at Pennsylvania Capital Management Inc. in Willow Grove, PA and has over 35 years of experience in the finance industry. Irvin Schorsch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stephen Palmer (CRD# 5104188) is an Investment Advisor Representative working at Pennsylvania Capital Management Inc. in Willow Grove, PA and has over 11 years of experience in the finance industry.
Donna Zanetti (CRD# 1518208) is an Investment Advisor Representative working at Pennsylvania Capital Management Inc. in Willow Grove, PA and has over 30 years of experience in the finance industry.
Danielle Margulis (CRD# 5643629) is an Investment Advisor Representative working at Pennsylvania Capital Management Inc. in Willow Grove, PA and has 1 year of experience in the finance industry. Danielle Margulis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.