Wingert Investment Management, LLC

Wingert Investment Management, LLC (CRD# 116049) is a financial advisory firm headquartered in , . They manage $2,918,294 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $171,664
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

PA

Financial Advisors at Wingert Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stephen A. Wingert
CRD#: 2387248
Hummelstown, PA
83
Wealthminder
score

Stephen Wingert (CRD# 2387248) is an Investment Advisor Representative working at Wingert Investment Management, LLC in Hummelstown, PA and has over 23 years of experience in the finance industry.

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