Conrad Siegel Investment Advisors

RIASEC RegisteredEst. 2003

Total AUM

$12.1B

Discretionary

$4.1B

34% of AUM

Avg account

$10M

Accounts

1,218

Employees

Advisory reps

Firm details

Headquarters: Harrisburg, Pennsylvania
CRD number: 123560
Registered since: November 14, 2003
Website: conradsiegel.com
Custodians: TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, CHARLES SCHWAB & CO., INC., EMPOWER ADVISORY GROUP
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans83.14%
HNWI6.37%
State / Municipal Government4.64%
Charitable Organizations3.22%
Individuals1.47%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Conrad Siegel Investment Advisors is an independent, SEC-registered advisory corporation that has been operating since 2003. The firm serves both individual and family clients as well as institutional investors, offering financial planning and portfolio management for individuals, small businesses, and organizations. Its fee schedules include percentage-of-AUM billing as well as hourly and fixed-fee arrangements. The firm identifies itself as a non-capital allocator and reports using third-party managers for alternative exposures. It is not an active ESG investor and is not designated as a multi-state or newly formed adviser. Industry affiliations cited include pension consulting. Conrad Siegel Investment Advisors has been recognized repeatedly in industry lists, including appearances on CNBC’s Top 100 Financial Advisory Firms (multiple years) and placements in rankings from FA Magazine and Forbes across several recent years.