DSC Financial Advisors, Ltd.
Firm details
- Headquarters
- Richboro, Pennsylvania
- CRD number
- 121548
- Fee structure
- Other
Firm profile
FINTRXOverview
DSC Financial Advisors, Ltd. is a small corporate advisory entity owned by an individual. Public records classify the firm as unclassified and indicate it does not operate as a capital allocator. The dataset shows the firm is not an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a pension consultant or related adviser. Fee arrangements are recorded as "Other," but the specifics of pricing models or client service lines (discretionary vs. non‑discretionary, financial planning, wealth management, etc.) are not detailed in the available data. The firm is affiliated with an accountant, suggesting a relationship or referral connection with accounting professionals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Richboro, PA
Bucks
Location
Richboro, PA
Headquartered in Richboro, 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
- Bucks
- Address
- 981 2nd Street Pike
- Time zone
- ET (UTC-5)
- Office locations
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