ECON FINANCIAL SERVICES CORP

HTTP://WWW.ECONWEALTH.COM/ HARRISBURG, PA Investment Advisor How do I update this listing?

Also known as:

  • ECON WEALTH MANAGEMENT LLC

Econ Financial Services Corp is based out of Harrisburg. Econ Financial Services Corp is a large advisory firm with 350 clients and discretionary assets under management (AUM) of $141,045,884 (Form ADV from 2018-03-28). Their last reported 13F filing for Q4 2018 included $65,654,000 in managed 13F securities and a top 10 holdings concentration of 39.81%. Econ Financial Services Corp's largest holding is Erie Indemnity Co, Class A with shares held of 24,237. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

ECON WEALTH MANAGEMENT
4755 LINGLESTOWN ROAD SUITE 204
HARRISBURG PA    17112
Country: United States

Business Phone: 717-545-5870
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: PA
Number of employees: 6
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 63,385,200
Total Number of Clients: 350
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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