RIA Intel›Advisers›Pennsylvania›CONRAD SIEGEL INVESTMENT ADVISORS, INC.

CONRAD SIEGEL INVESTMENT ADVISORS, INC.

Advisory

N·HARRISBURG, PA

Data as of Sep 25, 2024 · Source: SEC Form ADV

Total AUM
$10.1B
1-Year AUM Growth
+16.2%
3-Year CAGR
+4.6%
Employees
22
Assets Under Management
Total AUM$10.1B
Discretionary AUM$3.4B
Non-Discretionary AUM$6.7B
Discretionary %34%
Total Clients516
Team
Total Employees22
Investment Advisers23
Employee Growth (1Y)+4.8%
Filing History
Total Filings on Record46
First FilingNov 4, 2003
Latest FilingSep 25, 2024
🔒 Full AUM trend chart and 46 historical filings spanning 21+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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