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CONRAD SIEGEL INVESTMENT ADVISORS
CONRAD SIEGEL INVESTMENT ADVISORS (CRD# 123560) is an SEC-Registered Investment Advisor (RIA), headquartered in Harrisburg, PA. The SEC approved the firm to operate as an RIA in Nov 2003. In Nov 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $5.2 Billion, with discretion over 27% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
CONRAD SIEGEL INVESTMENT ADVISORS also reported in Nov 2018
  • 25 employees, all of whom perform advisory functions.
  • A total of 3 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
CONRAD SIEGEL INVESTMENT ADVISORS has no disclosure events reported to the SEC at this time.
 

View CONRAD SIEGEL INVESTMENT ADVISORS's most recent Form ADV filing
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CONRAD SIEGEL INVESTMENT ADVISORS has Notice Filings with the following State Securities Authorities: FL-Oct 2014, NY-Nov 2010, PA-Nov 2003, TX-Jul 2005


Disclaimer: 
The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel free to contact FindingFraud.org with questions or concerns.


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