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Irvin G Schorsch

PENNSYLVANIA CAPITAL MANAGEMENT INC.·HUNTINGDON VALLEY, Pennsylvania
Clean recordPENNSYLVANIA 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Irvin G Schorsch is a registered financial advisor based in HUNTINGDON VALLEY, Pennsylvania, affiliated with PENNSYLVANIA CAPITAL MANAGEMENT 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
Introduction

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03

Firm Overview

Firm
PENNSYLVANIA CAPITAL MANAGEMENT INC.
PENNSYLVANIA CAPITAL MANAGEMENT INC.
AUM
$678M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at PENNSYLVANIA CAPITAL MANAGEMENT INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1051228
Firm CRD# 107648
View on FINRA BrokerCheck →

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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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