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ECON FINANCIAL SERVICES CORPORATION

Advisory

N·HARRISBURG, PA

Data as of Mar 10, 2026 · Source: SEC Form ADV

Total AUM
$232M
1-Year AUM Growth
+12.1%
3-Year CAGR
+7.0%
Employees
4
Assets Under Management
Total AUM$232M
Discretionary AUM$232M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients307
Team
Total Employees4
Investment Advisers7
Employee Growth (1Y)+33.3%
Filing History
Total Filings on Record29
First FilingJul 22, 2015
Latest FilingMar 10, 2026
🔒 Full AUM trend chart and 29 historical filings spanning 11+ 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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