Pennsylvania Capital Management Inc.

Pennsylvania Capital Management Inc. (CRD# 107648) is a financial advisory firm headquartered in Huntingdon Valley, PA. They manage $463,451,464 in 923 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    463
    MILLION
  • Total Number of Accounts
    923
    ACCOUNTS
  • Average Account Value
    $502,114
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.

CA, FL, LA, NH, NJ, NY, PA, TX

Financial Advisors at Pennsylvania Capital Management Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Christopher Mallon
CRD#: 6702234
1841 Huntingdon Pike, Huntingdon Valley, PA 19006

Christopher Mallon (CRD# 6702234) is an Investment Advisor Representative working at Pennsylvania Capital Management Inc. in Huntingdon Valley, PA and has over 3 years of experience in the finance industry. Christopher Mallon 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
1841 Huntingdon Pike, Huntingdon Valley, PA 19006

Stephen Palmer (CRD# 5104188) is an Investment Advisor Representative working at Pennsylvania Capital Management Inc. in Huntingdon Valley, PA and has over 14 years of experience in the finance industry.

3
Irvin G. Schorsch
CRD#: 1051228
1841 Huntingdon Pike, Huntingdon Valley, PA 19006

Irvin Schorsch (CRD# 1051228) is an Investment Advisor Representative working at Pennsylvania Capital Management Inc. in Huntingdon Valley, PA and has over 38 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.

4
Donna M. Zanetti
CRD#: 1518208
1841 Huntingdon Pike, Huntingdon Valley, PA 19006

Donna Zanetti (CRD# 1518208) is an Investment Advisor Representative working at Pennsylvania Capital Management Inc. in Huntingdon Valley, PA and has over 34 years of experience in the finance industry.

5
Andrew M. Randisi
CRD#: 7190191
1841 Huntingdon Pike, Huntingdon Valley, PA 19006

Andrew Randisi (CRD# 7190191) is an Investment Advisor Representative working at Pennsylvania Capital Management Inc. in Huntingdon Valley, PA and has 1 year of experience in the finance industry. Andrew Randisi 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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