Philadelphia Investment Management Co

Philadelphia Investment Management Co (CRD# 105391) is a financial advisory firm headquartered in Pocomoke City, MD. They manage $66,265,679 in 48 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $1,380,535
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
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.

DC, FL, MD, NJ, PA

Financial Advisors at Philadelphia Investment Management Co
Showing 1 - 2 of 2 top financial advisors.
1
John P. Behrend
CRD#: 1865343
Philadelphia, PA
93
Wealthminder
score

John Behrend (CRD# 1865343) is an Investment Advisor Representative working at Philadelphia Investment Management Co in Philadelphia, PA and has over 24 years of experience in the finance industry.

2
William M. Shettle
CRD#: 1399613
105 Clarke Avenue, Pocomoke City, MD 21851
93
Wealthminder
score

William Shettle (CRD# 1399613) is an Investment Advisor Representative working at Philadelphia Investment Management Co in Pocomoke City, MD and has over 30 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.