Christine Messmer, P.C.

RIASEC Registered

Total AUM

$241M

Discretionary

$1.6M

1% of AUM

Avg account

$1.2M

Accounts

206

Employees

2

Advisory reps

2

Firm details

Headquarters: Collegeville, Pennsylvania
CRD number: 121202
Registered since: June 30, 2020
Website: www.christinemessmer.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Hourly Charges, Fixed Fees
Client types: Individuals73.58%
HNWI26.42%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Christine Messmer, P.C. is an independent, owner-operated registered investment adviser that focuses on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, charging clients via fixed fees and hourly engagements rather than percentage-based asset fees. It is SEC-registered (registered in 2020). The practice does not position itself as a capital allocator, does not emphasize ESG investing, and operates under a single-state adviser profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds62%
Non-Exchange Traded Equities37%
Cash & Cash Equivalents1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 32

Active vs passive

$125M in ETFs

Passive

98%

$123M

Active

0%

$2.6M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND (BIV)	Vanguard	Passive	Intermediate Core Bond	$29.9M	389,276	23.81%

Unlock additional holdings →

Primary office

Collegeville, PA

Montgomery

Location

Collegeville, PA

Headquartered in Collegeville, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area: Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region: Northeast
County: Montgomery
Address: 101 Oak St
Time zone: ET (UTC-5)
Office locations

Similar firms

Sensenig Capital Advisors, Inc.

Collegeville, PA

AUM $213MTEAM 6REPS 3

Barnstone Advisors LLC

Phoenixville, PA

AUM $241MTEAM 4REPS 3

IFS Group

Mechanicsburg, PA

AUM $240MTEAM 6REPS 6

Robbins Wealth Management

Erie, PA

AUM $242MTEAM 3REPS 4

Rolek Retirement Planning

Berwyn, PA

AUM $239MTEAM 1REPS 1

PF Advisors

Chadds Ford, PA

AUM $238MTEAM 1REPS 1

More RIAs in Collegeville →All Pennsylvania RIAs →