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Conrad Siegel Investment Advisors, Inc.

● SEC registered since 2003CRD 123560SEC# 801-62505Harrisburg, PA
Export (members)
Reg. AUM
$10.12B
Employees
23
Accounts
1,085
Location
Harrisburg, PA

Conrad Siegel Investment Advisors, Inc. assets under management

Conrad Siegel Investment Advisors, Inc. is an SEC-registered investment adviser based in Harrisburg, PA. The firm has been registered since 2003. It reports $10.1 billion in regulatory assets under management and employs 23 people.
www.twitter.com/conradsiegelactView on SEC.gov ↗

Conrad Siegel Investment Advisors, Inc. owners & executives

21 reported
NameTitleOwnershipSince
Abigail Susan Fortino ControlDirectorUnder 5%2014
Ashley Ann Wise ControlDirectorUnder 5%2020
Catherine Loretta Azeles ControlDirectorUnder 5%2023
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Frequently asked questions

How much does Conrad Siegel Investment Advisors, Inc. manage?

Conrad Siegel Investment Advisors, Inc. reports $10.1 billion in regulatory assets under management on its Form ADV.

How many employees does Conrad Siegel Investment Advisors, Inc. have?

Conrad Siegel Investment Advisors, Inc. reports 23 employees.

Where is Conrad Siegel Investment Advisors, Inc. located?

Conrad Siegel Investment Advisors, Inc. is based in Harrisburg, PA and has been SEC-registered since 2003.

Does Conrad Siegel Investment Advisors, Inc. disclose fund performance?

Conrad Siegel Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address501 Corporate Circle, Harrisburg, PA 17110
Phone(717) 652-5633
Fax(717) 540-9106
Office hours8:30 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1905875
Discloses disciplinary historyNo

Assets under management

Discretionary$3.44B
Non-discretionary$6.68B
Total (RAUM)$10.12B