|
⚲
|
| Keyboard |
| ECON Financial Services Corporation
✚
|
|
|---|---|
| CRD # | 226774 |
| SEC # | 801-104471 |
| CIK # | 0001659718 |
| AUM | 232.1 M (2026-03-10) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 717-545-5870 |
| Address | 4755 Linglestown Road Harrisburg, PA 17112 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 6.7 | ||
| Medtronic Holdings Ltd | 5.0 | ||
| Lowes Companies Inc | 4.7 | ||
| Delta Air Lines Inc | 4.6 | ||
| McDonalds Corp | 4.3 | ||
| Hershey Co | 4.2 | ||
| Pfizer Inc | 4.1 | ||
| CVS Caremark Corp | 4.0 | ||
| Gardner Denver Holdings Inc | 3.8 | ||
| Nike Inc | 3.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 290 | 112.7 |
| (b) Individuals (high net worth individuals) | 47 | 116.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 869 | 232.1 |
| By Discretionary | ||
| Discretionary | 869 | 232.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 869 | 232.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 232.1 | |
| Total | 869 | 232.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001659718] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 6 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Foundry Financial LLC
✚
|
CA | 232.6 M |
|
Mount Vernon Associates Inc
✚
|
MD | 232.5 M |
|
Integrated Capital Management Inc
✚
|
PA | 232.4 M |
|
Bingham Private Wealth LLC
✚
|
CA | 232.4 M |
|
Millennium Capital Advisors LLC
✚
|
AR | 232.2 M |
|
Reshape LLC
✚
|
FL | 232.2 M |
|
Piedmont Capital Management LLC
✚
|
NC | 231.8 M |
|
Radix Financial LLC
✚
|
231.6 M | |
|
Taurus Capital Advisors LLC
✚
|
OR | 231.4 M |
|
L&S Investment Advisors LLC
✚
|
FL | 231.4 M |