Assets Under Management
$192.7M
Number of Clients
307
Number of Advisors
4
Average Client AUM
$628K
AUM per Advisor
$48.2M
Compensation
Fee-Only (AUM)
Econ Wealth Management offers financial planning and asset management services, building lasting relationships with clients. They utilize stocks, bonds, ETFs, and mutual funds. The firm focuses on individualized attention and personalized advice, managing assets on a discretionary basis. Regular communication is key to their approach.
4755 Linglestown Road, Suite 204, Harrisburg, PA, 17112