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Pennsylvania Capital Management Inc.

● SEC registered since 1995CRD 107648SEC# 801-50732Huntingdon Valley, PA
Export (members)
Reg. AUM
$759M
Employees
10
Accounts
1,033
Location
Huntingdon Valley, PA

Pennsylvania Capital Management Inc. assets under management

Pennsylvania Capital Management Inc. is an SEC-registered investment adviser based in Huntingdon Valley, PA. The firm has been registered since 1995. It reports $759 million in regulatory assets under management and employs 10 people.
www.linkedin.com/company/pcmadvisorsView on SEC.gov ↗

Pennsylvania Capital Management Inc. owners & executives

1 reported
NameTitleOwnershipSince
Irvin G Schorsch ControlPresident/Director/Secretary/Treasurer/Chief Compliance OfficerOver 75%1995

Frequently asked questions

How much does Pennsylvania Capital Management Inc. manage?

Pennsylvania Capital Management Inc. reports $759 million in regulatory assets under management on its Form ADV.

How many employees does Pennsylvania Capital Management Inc. have?

Pennsylvania Capital Management Inc. reports 10 employees.

Where is Pennsylvania Capital Management Inc. located?

Pennsylvania Capital Management Inc. is based in Huntingdon Valley, PA and has been SEC-registered since 1995.

Does Pennsylvania Capital Management Inc. disclose fund performance?

Pennsylvania Capital Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1841 Huntingdon Pike, Huntingdon Valley, PA 19006
Phone215-881-7700
Fax215-572-9510
Office hours8:30 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$523.9M
Non-discretionary$235.1M
Total (RAUM)$759M