Pennsylvania Capital Management Inc. is a reputable investment advisory firm located in Huntingdon Valley, PA. With five strategically placed offices, the company serves a diverse clientele. Comprising a team of 11 dedicated professionals, including four experienced investment advisors, Pennsylvania Capital Management Inc. delivers top-tier financial services.
Distinguishing itself in the industry, the firm boasts an impressive average of approximately $143,060,000 in assets under management per investment advisor, surpassing the industry norm. Their compensation structure encompasses various models, including a percentage of ass...
See more
Loading...
Assets Under Mgmt
$572.22M
Investment Professionals
4
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.