WEDGEWOOD INVESTORS INC - Financial Advisor in Pennsylvania, Erie

Tel: [814]456-3651 100 State Street, Suite 506 Erie, Pennsylvania 16507-1466

About WEDGEWOOD INVESTORS INC

WEDGEWOOD INVESTORS INC is a Erie, Pennsylvania based financial advisory firm with nearly $203,860,849 in assets under management and provides investment advisory services for 285 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

104834

Firm SEC#:

801-29144

Assets Under Management:

$203,860,849

No. of Clients:

285

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Pennsylvania?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Pennsylvania, Erie

FirmCRD#:112139

SEC#:801-60424

No. of Advisors:112

No. of Clients:20275

AUM:$6,504,509,773

FirmCRD#:146448

SEC#:801-68856

No. of Advisors:2

No. of Clients:466

AUM:$318,480,852

FirmCRD#:106088

SEC#:801-38204

No. of Advisors:3

No. of Clients:368

AUM:$200,122,182

FirmCRD#:310917

SEC#:801-127003

No. of Advisors:4

No. of Clients:217

AUM:$127,872,346

FirmCRD#:145265

SEC#:801-68594

No. of Advisors:12

No. of Clients:5

AUM:$115,335,997

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

HBKS WEALTH ADVISORS

112139

801-60424

20275

112

$6,504,509,773

BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC

146448

801-68856

466

$318,480,852

ROBBINS WEALTH MANAGEMENT

106088

801-38204

368

$200,122,182

ELITE LIFE MANAGEMENT LLC

310917

801-127003

217

$127,872,346

PARK SHORE PARTNERS LLC

145265

801-68594

$115,335,997

Explore More Financial Advisor Firms in Erie, Pennsylvania >>