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Patricia Hale Sobel

RETIREMENT ADVISORY SERVICES CORP.·FORT WASHINGTON, Pennsylvania
Unclaimed Profile
1300 VIRGINIA DRIVE, FORT WASHINGTON, PA 19034CRD# 2578068Firm CRD# 108609
01

About

Patricia Hale Sobel is a registered financial advisor based in FORT WASHINGTON, Pennsylvania, affiliated with RETIREMENT ADVISORY SERVICES CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RETIREMENT ADVISORY SERVICES CORP.
RETIREMENT ADVISORY SERVICES CORP
AUM
$116M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at RETIREMENT ADVISORY SERVICES CORP. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2578068
Firm CRD# 108609
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patricia Hale Sobel offer?
Patricia Hale Sobel specializes in Financial Planning, Investment Management. Contact their office in FORT WASHINGTON, Pennsylvania for a consultation.
What are Patricia Hale Sobel's credentials?
Patricia Hale Sobel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Hale Sobel located?
Patricia Hale Sobel is based in FORT WASHINGTON, Pennsylvania, working with RETIREMENT ADVISORY SERVICES CORP.. Their office serves clients in the FORT WASHINGTON metropolitan area and surrounding communities.
How does Patricia Hale Sobel charge for services?
Patricia Hale Sobel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RETIREMENT ADVISORY SERVICES CORP.?
RETIREMENT ADVISORY SERVICES CORP. has approximately 3 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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