Investors' Choice Advisory Services, LLC

RIASEC Registered
Total AUM
$4M
Discretionary
$4M
100% of AUM
Avg account
$118K
Accounts
34
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 92%, Exchange Traded Equities 6%, Cash & Cash Equivalents 2%92%
  • Public Funds/Mutual Funds92%
  • Exchange Traded Equities6%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • Leo Furlong

    PresidentCRD 1764925

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth