Psi Capital Management

Psi Capital Management (CRD# 117105) is a financial advisory firm headquartered in Lancaster, PA. They manage $287,136,320 in 1,313 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    287
    MILLION
  • Total Number of Accounts
    1,313
    ACCOUNTS
  • Average Account Value
    $218,687
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, NC, PA, TX, VA

Financial Advisors at Psi Capital Management
Showing 1 - 9 of 9 top financial advisors.
1
James W. Balthaser
CRD#: 4088364
147 North Shippen Street, Lancaster, PA 17602

James Balthaser (CRD# 4088364) is an Investment Advisor Representative working at Psi Capital Management in Lancaster, PA and has over 24 years of experience in the finance industry.

2
Susanne H. Dombrowski
CRD#: 1939883
147 N. Shippen Street, Lancaster, PA 17602

Susanne Dombrowski (CRD# 1939883) is an Investment Advisor Representative working at Psi Capital Management in Lancaster, PA and has over 34 years of experience in the finance industry.

3
Thomas E. Houck
CRD#: 4620004
195 Stock St, Ste 124, Hanover, PA 17331

Thomas Houck (CRD# 4620004) is an Investment Advisor Representative working at Psi Capital Management in Hanover, PA and has over 24 years of experience in the finance industry.

4
Karl A. Lehman
CRD#: 4619999
147 North Shippen Street, Lancaster, PA 17602

Karl Lehman (CRD# 4619999) is an Investment Advisor Representative working at Psi Capital Management in Lancaster, PA and has over 24 years of experience in the finance industry.

5
Steven M. Mitchell
CRD#: 2114236
147 N. Shippen Street, Lancaster, PA 17602

Steven Mitchell (CRD# 2114236) is an Investment Advisor Representative working at Psi Capital Management in Lancaster, PA and has over 33 years of experience in the finance industry.

6
Scott G. Smith
CRD#: 2123979
147 N. Shippen Street, Lancaster, PA 17602

Scott Smith (CRD# 2123979) is an Investment Advisor Representative working at Psi Capital Management in Lancaster, PA and has over 33 years of experience in the finance industry.

7
Gregory C. Staub
CRD#: 1355080
107 N Front Street, Suite 112, Harrisburg, PA 17101

Gregory Staub (CRD# 1355080) is an Investment Advisor Representative working at Psi Capital Management in Harrisburg, PA and has over 38 years of experience in the finance industry.

8
Matthew C. Staub
CRD#: 5927776
147 North Shippen Street, Lancaster, PA 17602

Matthew Staub (CRD# 5927776) is an Investment Advisor Representative working at Psi Capital Management in Lancaster, PA and has over 12 years of experience in the finance industry.

9
Vanessa M. Zook
CRD#: 6111776
147 North Shippen Street, Lancaster, PA 17602

Vanessa Zook (CRD# 6111776) is an Investment Advisor Representative working at Psi Capital Management in Lancaster, PA and has over 11 years of experience in the finance industry.

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