Unclaimed Profile

Sarah Renee Adams

ECON WEALTH MANAGEMENT LLC·HARRISBURG, Pennsylvania

Clean recordECON WEALTH MANAGEMENT LLC

4755 LINGLESTOWN ROAD, HARRISBURG, PA 17112CRD# 5945217Firm CRD# 226774

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sarah Renee Adams · HARRISBURG, PA

Registration

CRD #5945217 · ECON WEALTH MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sarah Renee Adams is a registered financial advisor based in HARRISBURG, Pennsylvania, affiliated with ECON WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ECON FINANCIAL SERVICES CORPORATION

ECON WEALTH MANAGEMENT

AUM

$168M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ECON FINANCIAL SERVICES CORPORATION →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5945217

Firm CRD# 226774

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sarah Renee Adams offer?

Sarah Renee Adams specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in HARRISBURG, Pennsylvania for a consultation.

What are Sarah Renee Adams's credentials?

Sarah Renee Adams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sarah Renee Adams located?

Sarah Renee Adams is based in HARRISBURG, Pennsylvania, working with ECON WEALTH MANAGEMENT LLC. Their office serves clients in the HARRISBURG metropolitan area and surrounding communities.

How does Sarah Renee Adams charge for services?

Sarah Renee Adams's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ECON WEALTH MANAGEMENT LLC?

ECON WEALTH MANAGEMENT LLC has approximately 7 employees and manages $168M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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