Bishop & Company Investment Management, LLC

RIASEC RegisteredEst. 2008

Total AUM

$441M

Discretionary

$441M

100% of AUM

Avg account

$871K

Accounts

506

Employees

Advisory reps

Firm details

Headquarters: Erie, Pennsylvania
CRD number: 146448
Registered since: February 12, 2008
Website: www.bishopinvestmentmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI85.81%
Individuals7.21%
Charitable Organizations4.57%
Pension & Profit Sharing Plans2.33%
Corporations / Businesses0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Bishop & Company Investment Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered since 2008. The firm serves both individual/family and institutional clients and offers fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Its advisory services encompass financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting services. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator.