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).

By the Numbers
  • Total Assets Under Management
    328
    MILLION
  • Total Number of Accounts
    890
    ACCOUNTS
  • Average Account Value
    $369,065
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
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, LA, NH, NJ, NY, PA, TX

Financial Advisors at Pennsylvania Capital Management Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Irvin G. Schorsch
CRD#: 1051228
2300 Computer Avenue, Suite G-01, Willow Grove, PA 19090
96
Wealthminder
score

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.

2
Stephen T. Palmer
CRD#: 5104188
2300 Computer Avenue, Suite G-01, Willow Grove, PA 19090
93
Wealthminder
score

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.

3
Donna M. Zanetti
CRD#: 1518208
2300 Computer Avenue, Suite G-01, Willow Grove, PA 19090
93
Wealthminder
score

Donna Zanetti (CRD# 1518208) is an Investment Advisor Representative working at Pennsylvania Capital Management Inc. in Willow Grove, PA and has over 31 years of experience in the finance industry.

4
Danielle K. Margulis
CRD#: 5643629
2300 Computer Avenue, Suite G-01, Willow Grove, PA 19090
90
Wealthminder
score

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.

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