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Irvin G Schorsch

PENNSYLVANIA CAPITAL MANAGEMENT INC.·HUNTINGDON VALLEY, Pennsylvania
SIE, Series 7, Series 15, Series 24, Series 63, Series 65Clean record30 years registeredPENNSYLVANIA CAPITAL MANAGEMENT INC.
1841 HUNTINGDON PIKE, HUNTINGDON VALLEY, PA 19006CRD# 1051228Firm CRD# 107648

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Irvin G Schorsch · HUNTINGDON VALLEY, PA
Registration
CRD #1051228 · PENNSYLVANIA CAPITAL MANAGEMENT INC. · 30 years registered
Brand Profile
Not yet started
01

Career History

PENNSYLVANIA CAPITAL MANAGEMENT INC.
Apr 1996 – present
WESTERN INTERNATIONAL SECURITIES
Jul 2007 – Oct 2012
JENKINTOWN, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 15
Series 24
Series 63
Series 65
Registration record
First registered · April 10, 1996
Years registered · 30
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PENNSYLVANIA CAPITAL MANAGEMENT INC.
CRD 107648 · SEC 801-50732
AUM
$678M
Regulatory assets under management
Employees
11
1,079 client accounts
Services offered by PENNSYLVANIA CAPITAL MANAGEMENT INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PENNSYLVANIA CAPITAL MANAGEMENT INC. →
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05

Frequently Asked Questions

What services does Irvin G Schorsch offer?
Irvin G Schorsch specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HUNTINGDON VALLEY, Pennsylvania for a consultation.
What are Irvin G Schorsch's credentials?
Irvin G Schorsch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Irvin G Schorsch located?
Irvin G Schorsch is based in HUNTINGDON VALLEY, Pennsylvania, working with PENNSYLVANIA CAPITAL MANAGEMENT INC.. Their office serves clients in the HUNTINGDON VALLEY metropolitan area and surrounding communities.
How does Irvin G Schorsch charge for services?
Irvin G Schorsch'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 PENNSYLVANIA CAPITAL MANAGEMENT INC.?
PENNSYLVANIA CAPITAL MANAGEMENT INC. has approximately 11 employees and manages $678M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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