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BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC
CRD 146448 · SEC 801-68856
1250 TOWER LANE, SUITE 101, ERIE, PA, 16505, United States
Phone
814-314-0344
Fax
814-314-0340
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$440.8M
Discretionary AUM
$440.8M
Team
3 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 99 | $31.8M |
| High net worth individuals | 105 | $378.2M |
| Charitable organizations | 5 | $20.1M |
States served
CO, OH, PA, NH, FL
All web addresses on file
Official SEC filing: View on IAPD