|
⚲
|
| ECON Financial Services Corporation
✚
|
|
|---|---|
| CRD # | 226774 |
| SEC # | 801-104471 |
| CIK # | 0001659718 |
| AUM | $167.7 MM (2024-03-19) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 717-545-5870 |
| Address | 4755 Linglestown Road Harrisburg, PA 17112 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPEM | 6.1 | ||
| SLV | 1.9 | ||
| IAU | 1.5 | ||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 245 | 78.5 |
| (b) Individuals (high net worth individuals) | 41 | 89.2 |
| (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 | 0.0 |
| (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 | 683 | 167.7 |
| By Discretionary | ||
| Discretionary | 683 | 167.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 683 | 167.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.7 | |
| Total | 683 | 167.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001659718] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Flying Point Financial Inc
✚
|
MA | 0.2 |
|
Ballast Asset Management LP
✚
|
TX | 0.2 |
|
Banyan Global Investment Advisors LLC
✚
|
FL | 0.2 |
|
GEA Sphere LLC
✚
|
RI | 0.2 |
|
Cerda Munoz Advisors Inc
✚
|
CA | 0.2 |
|
Echo45 Advisors LLC
✚
|
CA | 0.2 |
|
Browning Capital Management LLC
✚
|
OR | 0.2 |
|
Gunn & Company Investment Management Inc
✚
|
FL | 0.2 |
|
Mosaic Wealth Management LLC
✚
|
GA | 0.2 |
|
Knowledge Leaders Capital LLC
✚
|
CO | 0.2 |