Christine Messmer, P.C.

RIASEC RegisteredEst. 2020

Total AUM

$241M

Discretionary

$1.6M

1% of AUM

Avg account

$1.2M

Accounts

206

Employees

1

Advisory reps

1

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. operates as an independent SEC-registered registered investment adviser (registered in 2020) serving individual and family clients. The firm focuses on financial planning and portfolio management for individuals and small businesses and bills clients via hourly and fixed-fee arrangements rather than asset-based recurring fees. It is not structured as a capital allocator and does not identify as an active ESG investor or a multistate adviser.

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%

Contacts

1 of 1

Christine Messmer
OwnerCRD 1440290

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%

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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

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