Jacob C Artz

Econ Wealth Management

3 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Econ Wealth Management

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

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.

Employment History

Current Registrations

Econ Wealth Management

September 2022 - Present · 3 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.