Conrad Siegel Investment Advisors, Inc. is a large advisory firm based in Harrisburg. It manages $5.83 billion of regulatory assets for 616 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Florida, New York, Pennsylvania, and Texas.
Conrad Siegel Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and 401(k) participant consulting and educational services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Conrad Siegel Investment Advisors, Inc. is $5.83 billion. The firm's AUM has grown by 1413% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Conrad Siegel Investment Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, charitable organizations, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of David Henry Killick is pension and profit sharing plans with 61 clients and $4.9 billion of assets under management. Among the 10 most similar advisory firms, Conrad Siegel Investment Advisors has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $5.83 billion for 320 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Conrad Siegel Investment Advisors doesn't advise any private funds.
The company employs 26 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 26 employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
David Henry Killick has been acting as President since 1 Jul 2002. Jonathan Andrew Sapochak joined the executive team most recently as the Director.
The principal office where Conrad Siegel Investment Advisors, Inc. performs its advisory services is located at 501 Corporate Circle, Harrisburg, PA 17110, which is also the mailing address of the firm. An additional office of the firm is in Lancaster, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (717) 652-5633 or by fax (717) 540-9106. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at cmsbenefits.com.