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Catherine Loretta Azeles

CONRAD SIEGEL INVESTMENT ADVISORS, INC.·HARRISBURG, Pennsylvania
Unclaimed Profile
501 CORPORATE CIRCLE, HARRISBURG, PA 17110CRD# 5147682Firm CRD# 123560
01

About

Catherine Loretta Azeles is a registered financial advisor based in HARRISBURG, Pennsylvania, affiliated with CONRAD SIEGEL INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
CONRAD SIEGEL INVESTMENT ADVISORS, INC.
CONRAD SIEGEL INVESTMENT ADVISORS
AUM
$9.0B
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at CONRAD SIEGEL INVESTMENT ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5147682
Firm CRD# 123560
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Catherine Loretta Azeles offer?
Catherine Loretta Azeles specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HARRISBURG, Pennsylvania for a consultation.
What are Catherine Loretta Azeles's credentials?
Catherine Loretta Azeles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherine Loretta Azeles located?
Catherine Loretta Azeles is based in HARRISBURG, Pennsylvania, working with CONRAD SIEGEL INVESTMENT ADVISORS, INC.. Their office serves clients in the HARRISBURG metropolitan area and surrounding communities.
How does Catherine Loretta Azeles charge for services?
Catherine Loretta Azeles'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 CONRAD SIEGEL INVESTMENT ADVISORS, INC.?
CONRAD SIEGEL INVESTMENT ADVISORS, INC. has approximately 23 employees and manages $9.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HARRISBURG
Robert James Dolan — CONRAD SIEGEL INVESTMENT ADVISORS, INC.Robert John Mrazik — CONRAD SIEGEL INVESTMENT ADVISORS, INC.David Henry Killick — CONRAD SIEGEL INVESTMENT ADVISORS, INC.Thomas Leroy Zimmerman — CONRAD SIEGEL INVESTMENT ADVISORS, INC.Kurt David Balderston — TMFS-HARRISBURG, LLC
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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