SE
CFP · ChFC
SE
CFP · ChFC

Steven Richard Economopoulos

20 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
307 clients
Average Client Portfolio
$628K average
Assets Under Management
$192.7M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

4755 Linglestown Road, Suite 204, Harrisburg, PA, 17112

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Steven is the president of Econ Properties, LLC, a real estate company, and spends minimal time on it. He also has 75% ownership in D&E Properties, where he has dual office space, and spends minimal time on it.

Employment History
Current Registrations
Econ Wealth Management
October 2015 - Present · 10 yrs 4 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
September 2005 - October 2015 · 10 yrs 1 mo
State Registrations2 states
NHPA
Advisor
Exams
No exam information available for this advisor.