Pennsylvania Advisory Services, Inc.

Overview

Pennsylvania Advisory Services, Inc. is an independent registered investment adviser serving individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars. The firm operates as an owner-run corporation and appears to deliver advisory services primarily on a non-discretionary basis, acting as a planner and portfolio counselor rather than taking broad trading authority over client accounts. Investment activity centers on equity exposure, with the adviser showing a clear preference for exchange-traded instruments. Fee arrangements include percentage-of-assets, hourly charges and fixed fees, which suits a client roster that appears to seek both ongoing portfolio advice and episodic planning work. The firm is not identified as an ESG investor and does not position itself as a multi-state or pension-focused consulting practice despite offering pension-related services and workshops.

Assets & Accounts

Public Holdings

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Location & Offices