The Appalachian Financial Group

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
10
Advisory reps
12

Firm details

Headquarters
Mechanicsburg, Pennsylvania
CRD number
332275
Fee structure
Other
Services
Educational Seminars / Workshops

Firm profile

FINTRX

Overview

The Appalachian Financial Group is organized as a limited liability company and functions as an independent registered investment adviser under individual ownership. The firm’s recorded advisory activity centers on delivering educational seminars and workshops rather than traditional portfolio management or capital deployment. FINTRX classifies the business as an independent RIA; it is not identified as a multi-state adviser or a pension consultant and is not flagged as a related adviser. Regulatory metadata in the record is incomplete (SEC registration year not specified). The firm is not listed as an active ESG investor and its stated fee structure is categorized as "other," which may reflect nonstandard or event-driven billing tied to its seminar/workshop offerings.

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

Contacts

3 of 12
  • Derek Snider

    Derek Snider

    Financial PlannerCRD 5298141

  • George Snook

    George Snook

    ​Senior PartnerCRD 2911596

  • Thomas Weber

    Thomas Weber

    AdvisorCRD 5754965

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mechanicsburg, PA

Cumberland

Location

Mechanicsburg, PA

Headquartered in Mechanicsburg, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.

Metro area
Harrisburg-York-Lebanon, PA
Region
Northeast
County
Cumberland
Address
100 Sterling Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth