Investors' Choice Advisory Services, LLC
Firm details
- Headquarters
- Orefield, Pennsylvania
- CRD number
- 118026
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Investors' Choice Advisory Services, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on serving individual and family clients, along with small-business owners. The firm provides financial planning and discretionary portfolio management tailored to individuals and small businesses, and its principal business activity includes accounting services. Its fee arrangements combine a percentage-of-assets model with hourly billing. The adviser does not identify as an active ESG investor and is not described as a multi-state adviser or a capital allocator.
Assets & Accounts
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
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities6%
- Cash & Cash Equivalents2%
Contacts
1 of 1Leo Furlong
PresidentCRD 1764925
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Orefield, PA
Lehigh
Location
Orefield, PA
Headquartered in Orefield, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Lehigh
- Address
- 7695 Kernsville Rd
- Time zone
- ET (UTC-5)
- Office locations
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