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ECON WEALTH MANAGEMENT
ECON FINANCIAL SERVICES CORPORATION
CRD 226774 · SEC 801-104471
4755 LINGLESTOWN ROAD, SUITE 204, HARRISBURG, PA, 17112, United States
Phone
717-545-5870
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$232.1M
Discretionary AUM
$232.1M
Team
7 total employees; 4 advisory reps; 6 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 290 | $112.7M |
| High net worth individuals | 47 | $116.8M |
States served
PA, NH, FL
All web addresses on file
Official SEC filing: View on IAPD