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CONRAD SIEGEL INVESTMENT ADVISORS
CONRAD SIEGEL INVESTMENT ADVISORS, INC.
CRD 123560 · SEC 801-62505
501 CORPORATE CIRCLE, HARRISBURG, PA, 17110, United States
Phone
(717) 652-5633
Fax
(717) 540-9106
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$10.12B
Discretionary AUM
$3.44B
Team
23 total employees; 22 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-09-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)401(K) PARTICIPANT CONSULTING AND EDUCATIONAL SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 207 | $158.5M |
| High net worth individuals | 151 | $647.0M |
| Pension/profit sharing plans | 81 | $8.46B |
| Charitable organizations | 16 | $295.5M |
| State/municipal entities | 56 | $459.2M |
| Insurance companies | 2 | $44.0M |
| Corporations/business entities | 3 | $58.7M |
States served
CA, GA, LA, MD, NJ, NY, PA, VA, TX, FL
All web addresses on file
- HTTPS://WWW.TWITTER.COM/CONRADSIEGELACT
- HTTPS://WWW.MYCONRADSIEGEL.COM
- HTTPS://WWW.CONRADSIEGEL.CO
- https://www.youtube.com/user/ConradSiegel
- https://conradsiegeladvisors.com/
- HTTPS://WWW.CONRADSIEGELACTUARIES.CO
- HTTPS://CONRADSIEGEL.COM/CENTRALPA401K/
- HTTP://WWW.MY-BENEFITS-INFO.COM
- HTTP://WWW.CONRADSIEGELACTUARIES.COM
- HTTP://WWW.CONRADSIEGELINVESTMENTADVISORS.COM
- HTTPS://WWW.INVESTCSIA.COM
- HTTP://WWW.CMSBENEFITS.COM
- HTTPS://WWW.CONRADSIEGEL.COM
- HTTPS://WWW.MY-BENEFIT-INFO.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/CONRAD-SIEGEL/
- HTTPS://WWW.FACEBOOK.COM/CONRADSIEGEL/
- HTTPS://WWW.CENTRALPA401K.COM
Official SEC filing: View on IAPD